{"id":437341,"date":"2026-01-25T22:24:38","date_gmt":"2026-01-25T22:24:38","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/437341\/"},"modified":"2026-01-25T22:24:38","modified_gmt":"2026-01-25T22:24:38","slug":"%f0%9f%92%80-is-saas-dead-capital-brief","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/437341\/","title":{"rendered":"\ud83d\udc80 Is SaaS dead? \u2014 Capital Brief"},"content":{"rendered":"<p>Artificial intelligence has been reshaping software for more than a year. This week, the market blinked.<\/p>\n<p>A sell-off in global software stocks followed the release of Anthropic\u2019s Claude Cowork, sending a basket of software as a service (SaaS) stocks tracked by Morgan Stanley to their <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-01-18\/-no-reasons-to-own-software-stocks-sink-on-fear-of-new-ai-tool\" rel=\"nofollow noopener\" target=\"_blank\">worst start<\/a> to a year since 2022, even as broader equity markets remain near record highs.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/au\/wp-content\/uploads\/2025\/09\/1757045000_974_1730774470.png\" x-bind:class=\"$store.authentication.state.isAuthenticated || (Boolean(context ==='articleInline')) ?&#10;    'w-14 h-14 sm:w-20 sm:h-20' :&#10;    'w-16 h-16 sm:w-20 sm:h-20'\"\/><\/p>\n<p>Get Sweat Equity in your inbox<\/p>\n<p>Signed up to Sweat Equity<\/p>\n<p>A weekly newsletter that tracks the pulse of startups, VC and tech.<\/p>\n<p>Update and view your <a id=\"newsletter-preferences\" href=\"https:\/\/www.capitalbrief.com\/newsletters\/\" class=\"link-underline\" rel=\"nofollow noopener\" target=\"_blank\"> newsletter preferences<\/a> in your account.<\/p>\n<p>A weekly newsletter that tracks the pulse of startups, VC and tech.<\/p>\n<p>Update and view your <a id=\"newsletter-preferences\" href=\"https:\/\/www.capitalbrief.com\/newsletters\/\" class=\"link-underline\" rel=\"nofollow noopener\" target=\"_blank\"> newsletter preferences<\/a> in your account.<\/p>\n<p>The source of the anxiety is that agentic AI tools capable of reliably doing complex work may threaten the economics that made SaaS one of the most reliable growth sectors of the past decade.<\/p>\n<p>For Australian venture capital firms \u2014 among the world\u2019s strongest backers of SaaS and major beneficiaries of its long run \u2014 the question is unavoidable: is their cash cow under threat?<\/p>\n","protected":false},"excerpt":{"rendered":"Artificial intelligence has been reshaping software for more than a year. This week, the market blinked. A sell-off&hellip;\n","protected":false},"author":2,"featured_media":437342,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[256,254,255,64,63,1483,84737,105,1485],"class_list":{"0":"post-437341","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-au","12":"tag-australia","13":"tag-startups","14":"tag-sweat-equity","15":"tag-technology","16":"tag-venture-capital"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/437341","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=437341"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/437341\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/437342"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=437341"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=437341"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=437341"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}