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ten year vertical software founder: breaking down the software stock selloff—which moats die, which survive

Ten-Year Vertical Software Founder: Breaking Down the Software Stock Selloff—Which Moats Die, Which Survive

February 2026 On January 30, 2026, Anthropic released 11 open-source plugins for Claude Cowork spanning sales, finance, legal, data, and marketing. With these plugins, Claude can act as a sales expert, financial analyst, legal advisor, or data analyst. Work that once required a full software stack and process can now be handed to AI. Wall […]

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claude’s enterprise play triggers massive software stock selloff

Claude’s Enterprise Play Triggers Massive Software Stock Selloff

February 2026 Anthropic’s rollout of Claude Cowork plugins and the new Claude Opus 4.6 model has sent shockwaves through equity markets, wiping hundreds of billions of dollars from enterprise software and financial-data names and forcing investors to price in the risk of AI replacing swathes of traditional SaaS. What Happened In early February 2026, Anthropic

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agentic commerce is no longer a concept — google just made it real

Agentic Commerce Is No Longer a Concept — Google Just Made It Real

February 2026 The way we shop online is about to change in ways that even seasoned technologists are only beginning to fully appreciate. Google’s rollout of agentic commerce — in partnership with Etsy and Wayfair — marks the moment when AI-driven shopping crossed the line from promising pilot to live infrastructure. What Actually Happened In

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