BUSINESS
The SaaSpocalypse Explained: How Anthropic’s Claude Cowork Triggered a $285B Market Crash
Mathew
4 February 2026
On February 4, 2026, the 'SaaSpocalypse' wiped $285B from software stocks. This analysis details how Anthropic's Claude Cowork and agentic AI are dismantling the per-seat pricing model and forcing a shift to outcome-based economics.
