Hey there,

A lot of people think that February 2026 will mark a major turning point in how the world thinks about AI.

I have some doubts about their specific claim. Before I get to those, here are the news items that inspired it:

1. Major new releases from Anthropic are causing investors to sell tons of stock in old-school software companies. The result is major losses in the value of companies like Salesforce, Intuit and DocuSign.
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   Since these are software-as-a-service companies, the term "SaaSpocalypse" has been coined