Back to NewsSaaSpocalypse: SaaS Stocks CrashApril 21, 2026Macro & GeopoliticsThreadThe SaaSpocalypse4 / 4Matt Slotnick: the next enterprise giants will own intent, not recordsEarlier Bro was right. Atlassian: down 75% HubSpot: down 69% Figma: down 86% Almost all of them down 30–70% from their 52-week highs. Sources: tweet RelatedFirst Order Effects — SaaS Companies Are CookedSecond Order Effects — Software Companies Are CookedPrevRecord AI Investment LevelsNextMore Macroeconomics: MIT AI Layoffs Paper & Post-Labor Society
Bro was right.
