Jefferies
Coined the term 'SaaSpocalypse' and described market sentiment as 'get me out' style selling
How media typically covers Anthropic (unnamed trader)
Directly quoted in these articles
Anthropic's Claude Cowork AI agents triggered a $285 billion market cap selloff from software companies as investors repriced SaaS businesses whose per-seat models are now threatened by AI agents that cost pennies per task.
“Coined the term 'SaaSpocalypse' and described market sentiment as 'get me out' style selling”