265 | $300B vanished in 48 hours in a SaaSpocalypse triggered by Anthropic Opus 4.5 and ChatGPT Codex 5.3+Frontier. Agent swarms + Skill + MCP + Computer use, the gloves are off between Anthropic and OpenAI and more critical AI news ending February 6, 2
Sat Feb 07 2026
Is this the beginning of the end for SaaS as we know it?
In a single week, AI announcements erased hundreds of billions of dollars in market value from the world’s largest software companies. Anthropic, OpenAI, and a new generation of autonomous AI agents didn’t just release updates — they exposed a structural shift in how work gets done.
In this episode, Isar Meitis breaks down why this moment isn’t just another hype cycle. AI agents can now code, reason, coordinate, schedule tasks, browse the web, and run workflows in parallel — without constant human supervision. That changes the economics of software, labor, and entire business models.
The takeaway is uncomfortable but clear: large enterprises may survive — but smaller, single-purpose SaaS products are already being replaced. Business leaders who don’t adapt quickly risk being left behind by companies that can now move 10x faster with fewer people.
In this session, you’ll discover:
Why the so-called “SaaS Apocalypse” wiped out over $300B in market value in daysHow AI agents are replacing entire categories of software — not just automating tasksWhat Anthropic’s Claude Opus 4.6 and OpenAI’s Codex reveal about the future of workWhy multi-agent systems change productivity economics foreverThe difference between enterprise infrastructure SaaS and vulnerable niche toolsWhy hallucinations, autonomy, and speed create new operational risksWhat business leaders must do now to stay competitive in an agent-driven worldAbout Leveraging AI
The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you’ve enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!
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Is this the beginning of the end for SaaS as we know it? In a single week, AI announcements erased hundreds of billions of dollars in market value from the world’s largest software companies. Anthropic, OpenAI, and a new generation of autonomous AI agents didn’t just release updates — they exposed a structural shift in how work gets done. In this episode, Isar Meitis breaks down why this moment isn’t just another hype cycle. AI agents can now code, reason, coordinate, schedule tasks, browse the web, and run workflows in parallel — without constant human supervision. That changes the economics of software, labor, and entire business models. The takeaway is uncomfortable but clear: large enterprises may survive — but smaller, single-purpose SaaS products are already being replaced. Business leaders who don’t adapt quickly risk being left behind by companies that can now move 10x faster with fewer people. In this session, you’ll discover: Why the so-called “SaaS Apocalypse” wiped out over $300B in market value in daysHow AI agents are replacing entire categories of software — not just automating tasksWhat Anthropic’s Claude Opus 4.6 and OpenAI’s Codex reveal about the future of workWhy multi-agent systems change productivity economics foreverThe difference between enterprise infrastructure SaaS and vulnerable niche toolsWhy hallucinations, autonomy, and speed create new operational risksWhat business leaders must do now to stay competitive in an agent-driven worldAbout Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you’ve enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!