SaaSpocalypse: investors overspend badly and blame AI @PivotToAI
SaaSpocalypse: investors overspend badly and blame AI  @PivotToAI
Uploaded February 2026 | Updated September 2026, 2 hours ago
no, you can’t vibe code your enterprise accounting
pivot-to-ai.com/2026/02/12/saaspocalypse-investors-overspend-badly-on-software-companies-and-blame-ai - blog post

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Sources:

Cowork: Claude Code for the rest of your work claude.com/blog/cowork-research-preview
anthropics / knowledge-work-plugins /legal / skills github.com/anthropics/knowledge-work-plugins/tree/main/legal/skills
RELX, LSEG, Experian and other media hit by AI worries from Anthropic launch proactiveinvestors.co.uk/companies/news/1086735/relx-lseg-experian-and-other-media-hit-by-ai-worries-from-anthropic-launch-1086735.html
‘Get Me Out’: Traders Dump Software Stocks as AI Fears Erupt bloomberg.com/news/articles/2026-02-03/-get-me-out-traders-dump-software-stocks-as-ai-fears-take-hold
A Reprieve for the Markets, but for How Long? nytimes.com/2026/02/06/business/dealbook/software-stocks-ai-crypto.html

Previously on Pivot to AI:

Lawyers find more work! Cleaning up after AI bots pivot-to-ai.com/2025/12/02/lawyers-find-more-work-cleaning-up-after-ai-bots
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SaaSpocalypse: investors overspend badly and blame AIOpenAI loses even more execs ahead of the alleged IPOAI bot network Facebook buys AI bot network MoltbookGet your war on: AI chatbots in the kill chainRobin AI: legal AI that was humans! And just went brokeWaymo self-driving, powered by AGI: A Guy InsteadTante on AI: ‘When this crashes, I want apologies’Firefox browser falls to AI. What do we do now?Lawyers find more work! Cleaning up after AI botsUS voters hate AI — and politicians are noticingOpenAI IPO proceeds — even as CFO says ‘not ready’Power prices: data centres. Nothing but data centres
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SaaSpocalypse: investors overspend badly and blame AI

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