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Why Are SaaS Shares Suddenly So Fragile?
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Subscribe18 FEB 2026 / TECHNOLOGY
Enterprise software has come under scrutiny as market value began to disappear following AI model release notes, sparking concerns about a potentially fragile pricing model. The sudden devaluation of major companies such as Thomson Reuters, Salesforce, Adobe, and others has raised questions about the sustainability of seat-based subscription models in an age of AI innovation.
A few years ago, I rewatched Moneyball. There’s that quiet scene where Billy Beane sits alone in the stadium after everyone’s gone home. No speeches. No dramatic soundtrack. Just the hum of lights and the sense that something structural has shifted. The o...
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