265 | $300B vanished in 48 hours in a SaaSpocalypse triggered by Anthropic Opus 4.5 and ChatGPT Codex 5.3+Frontier. Agent swarms + Skill + MCP + Computer use, the gloves are off between Anthropic and OpenAI and more critical AI news ending February 6, 202

Episode notes

Is this the beginning of the end for SaaS as we know it? In a single week, AI announcements erased hundreds of billions of dollars in market value from the world’s largest software companies. Anthropic, OpenAI, and a new generation of autonomous AI agents didn’t just release updates - they exposed a structural shift in how work gets done. In this episode, Isar Meitis breaks down why this moment isn’t just another hype cycle. AI agents can now code, reason, coordinate, schedule tasks, browse the web, and run workflows in parallel - without constant human supervision. That changes the economics of software, labor, and entire business models. The takeaway is uncomfortable but clear: large enterprises may survive - but smaller, single-purpose SaaS products are already being replaced. Business leaders who don’t adapt quickly risk being left behind by companies that can now move 10x faster with fewer people.

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