Last Updated on March 24, 2026 by stlplace
Full disclosure: I worked in the software (or IT) industry for last 25+ years ago. I put most of my 401k in the S&P 500 index funds. I also have a little individual stocks in my IRA and brokerage accounts, although comparing to the S&P 500 index fund, and other stock positions such as BRK.B and KO, my software stock holdings are insignificant.
google search for saas apocalypse
Fortune 2026/02/04: $300 Billion Evaporated. The SaaS -Pocalypse Has Begun.
2026-2-26 Yahoo Finance (PitchBook): Q&A: Francisco Partners on the software sell-off
Reddit: The “SaaSpocalypse” is the latest wall street hallucination!
There are tons of YouTube videos on this topic recently. Personally, I think the reality will probably somewhere in between, just like this LinkedIn post.
Recent I wrote this blog post – My dream, software development jobs, and software industry
And just today, CNBC – Moody’s cuts rating on private credit fund run by KKR and Future Standard to junk as bad loans grow; Apollo gives investors only 45% of requested withdrawals from $15 billion private credit fund