Q+A: The SaaSpocalypse? Only if you pick the wrong companies
FEAR & GREED | Business News · Fear and Greed
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Show Notes
Software stocks have been hammered in 2026. The rise of AI coding tools — from Claude to other large language models — has sparked fears that barriers to entry are collapsing.
But according to ECP Asset Management’s Damon Callaghan, the market has overreacted. Speaking to Sean Aylmer, he argues the sell-off has been indiscriminate, and that while some software businesses will struggle, others may actually become stronger - if they have the right competitive advantages.
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