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For two decades, software-as-a-service (SaaS) was Wall Street’s favorite trade. Investors treated SaaS practically like a bond with a growth rate attached, prized for its sticky revenue, high margins, and predictable churn. But that story has now been aggressively, and possibly permanently, repriced. The Seeds of a Shift The warning signs of the current crisis were actually visible well before 2026. Last year, industry giants like Adobe and Salesforce lost 21% of their valu

Government agencies are slowly becoming some of the most important customers for artificial intelligence products, such as LLMs, and the recent Pentagon-Anthropic clash shows both the opportunity and potential risks tech investors need to consider. Background Anthropic, founded in 2021 by OpenAI’s former Vice President of Research, Dario Amodei , won a $200 million Department of Defense contract in 2025. The agreement brought Anthropic’s Claude models into use by classified