SaaS stocks plunge as Dan Shipper predicts fundamental software shift
danshipper · x · 2026-08-30
Following the drop in SaaS stocks after model launches this week, Dan Shipper reiterates his view from three years ago: software will fundamentally change in the next few years. He compares the current panic to the uninformed institutional reaction after DeepSeek's release. He believes most big SaaS companies will be fine and predicts a shift from standard SaaS to AI-customized bespoke apps.
More from AGI Musings
- Combining Astra and Fable 5,1 claims to automate complex long-running tasks — bindureddy · 2026-08-30
- Positive AI Sentiment in Employee Reviews Falls From 81% to 43% Since 2019 — The Decoder · 2026-08-30
- Opinion: AI destroying work might let humans be human again — Yamapama · 2026-08-30
- AI agents likely to alert humans if given tools and incentives — nbaschez · 2026-08-30
- Why is nobody talking about the MAMMAL model despite it beating AlphaFold 3? — Auspectress · 2026-08-30
- Static Rules vs. Stochastic Judgement: A Lesson for AI Safety — davidmanheim · 2026-08-30