SaaScalypse Quantified: $1 Trillion Wiped from Software Stocks Since January 2026
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A widely-cited March 2026 analysis claims over $1 trillion has been erased from software stock market caps since January 2026, with SaaS valuation multiples compressing as AI agent displacement fears mount. The claim corroborates Figma and HubSpot's SEC risk disclosures and aligns with Forrester data on enterprise SaaS seat cancellations. Investors appear to be pricing in the possibility that the build-vs-buy calculus has permanently shifted.