I think this is one of the most interesting thing in tech right now.  Software cos are getting their clock cleaned.
Is the market right? Or is this a generational buying opp?

SaaSpocalypse '26 is happening because incumbents have totally lost narrative control and investors don't believe they'll ever ship AI
and it's happening because they (1) haven't internalized the bitter lesson, which leads to (2) being on the wrong side of model progress, which

Matt Slotnick

Twitter

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