"SaaSpocalypse"? Real. "SaaS Is Dead"? SaaSinine.


$300 billion vanished from software stocks in a week. The market is panicking about the wrong thing.




On Monday morning, $300 billion disappeared from the market, and software stocks began a free fall. Atlassian down 35%. Salesforce down 26%. The iShares Software ETF has shed 30% from its...