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Rob Isbitts

As Software Stocks Face a New Apocalypse, Here’s What My Risk and Reward Model Says Comes Next

Rob Isbitts IGV

The software-as-a-service (SaaS) industry is currently facing a fundamental identity crisis that has sparked a $1 trillion selloff in the sector. For years, the narrative was that artificial intelligence (AI) would be the ultimate enhancer — a massive, powerful force that would make software more indispensable and valuable.

However, the market is now suddenly fearing a SaaS-pocalypse — where AI shifts from being a tool that improves software to a force that outright replaces it.

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One subscription that gives you access to news from hundreds of sites

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Poland deploys 20,000 cops in schools, inspects 80k educational institutions amid rising youth violence

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