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alwillistoday at 12:33 AM3 repliesview on HN

> Unlikely. The future will be some people will do this, but honestly I think it will largely be people who were already tinkering with building things, whether full on software development or not

Billions of dollars of stock market value disappeared because of the concern AI can create core SaaS functionality for corporations instead of them spending millions of dollars in licensing fees to SAP, Microsoft, etc.

This not about tinkering.

SaaS As We Know It Is Dead: How To Survive The SaaS-pocalypse! - https://www.forrester.com/blogs/saas-as-we-know-it-is-dead-h...

Why SaaS Stocks Have Dropped—and What It Signals for Software’s Next Chapter - https://www.bain.com/insights/why-saas-stocks-have-dropped-a...

Jim Cramer says AI fears have made the stock market fragile - https://www.cnbc.com/2026/02/23/jim-cramer-says-ai-fears-hav...


Replies

samplatttoday at 4:29 AM

>Billions of dollars of stock market value disappeared because of the concern

That's really the key, right there. The value disappeared because of concern, not of anything real.

When ungodly amounts of money is governed entirely by vibes, it's hardly surprising they lose ungodly amounts of money to vibe-coding.

The downside is the effects of all that money shifting is very real :(

jdubtoday at 2:02 AM

Did you see the network security stock sell-off after Anthropic announced a code security analysis feature? There's a sliver of nothing between mob mentality and wisdom of the crowd.

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mixduptoday at 12:39 AM

Oh no Bain and Jim Cramer think software is dead. All that is is a signal to buy software stocks