The Real Threat Behind the “SaaSpocalypse” In a wave of panic selling now branded the “SaaSpocalypse,” investors are fleeing software companies as artificial intelligence exposes how fragile — and inflated — much of the SaaS model really was. Years of zero-rate policy rewarded growth-at-any-cost fantasies. AI just pulled the mask off. But this isn’t simply about tech stocks getting repriced. It’s about how deeply the modern financial system is entangled with software companies that never should have been treated like monopolies or utilities. Barclays reports that 20% of Business Development Company (BDC) portfolios are tied to software firms, representing roughly $100 billion in exposure. This isn’t venture capital that can evaporate quietly. This is yield-hungry institutional money — pensions, insurance…
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