Back to NewsSecond Order Effects — Software Companies Are CookedJanuary 5, 2026Vibe CodingThreadThe SaaSpocalypse2 / 4First Order Effects — SaaS Companies Are CookedEarlierMatt Slotnick: the next enterprise giants will own intent, not recordsLater Stack Overflow has seen the number of monthly questions on its platform collapse from 300k to ~0 since launch of ChatGPT. Tailwind just cut 75% of their team (3/4 engineers) "because of the brutal impact AI has had on our business".RelatedFirst Order Effects — SaaS Companies Are CookedSaaSpocalypse: SaaS Stocks CrashPrevWe're In The "Vibe" Code Age — Claude Code reaches 100% of codingNextFirst Order Effects — SaaS Companies Are Cooked