The Post-SaaS Expansion Map
The SaaS Destruction Map showed a precise sorting.
The SaaS Destruction Map
The SaaSpocalypse of February is the market pricing in a structural transition that has been building since mid-2024.
The market priced the destruction instantly — over $1 trillion in software value was repriced in two weeks after Anthropic’s Cowork launch.
But the market is only now beginning to price the expansion.
The core insight is counterintuitive: the same force that kills one layer of software makes another layer structurally more valuable.
Every AI agent that replaces a human worker still needs data infrastructure to query, security to authenticate, observability to monitor, identity to authorize, and compliance to audit. Agents don’t reduce these needs. They multiply them.
This is the follow-up that the destruction narrative missed. Not what dies. What compounds.
Below, you can download the full map in complete format to understand its faceted dynamics.
