The rise of AI is reshaping the SaaS landscape, creating what many call the “SaaSpocalypse.” As AI systems replace traditional software workflows, SaaS companies must rethink their products, pricing, and value to survive in an AI-first world.

Anthropic’s new Claude Cowork AI tool — capable of automating complex business tasks — spooked investors in February 2026, leading to sharp sell-offs in Indian IT and SaaS stocks.