2026.06: SaaSmageddon and the Super Bowl
A massive tech stock crash reveals AI's threat to traditional software giants.
Deep Dive
Software stocks, including Microsoft, are plummeting as investors fear AI will disrupt the industry like the internet did to media. Analysts debate whether software companies' defenses are strong enough, predicting painful corrections, layoffs, and consolidation. The drama extended to the Super Bowl, where deceptive ads for AI firm Anthropic targeted rival OpenAI, sparking debate about marketing tactics in the nascent AI industry.
Why It Matters
AI's rise could reshape the entire tech economy, impacting jobs, investments, and how companies compete.