Apr. 15, 2026
SaaS-pocalypse now
AI fears and geopolitical jitters shook M&A dealmakers in Q1 even as megadeals hit a record, while a sharp drop in SEC enforcement leaves lawyers warning that today's conduct could still face scrutiny from a future administration.
AI anxiety and geopolitical risk rattled dealmakers in the first quarter of the year, even as megadeals surged and lawyers looked ahead to a stronger second half.
One major headwind in the tech sector is the so-called SaaS-pocalypse, in which software-as-a-service companies have been pummeled in the markets due to fears about the impact of artificial intelligence on their businesses.
"The perception is that AI is eating software's lunch," said Aly Love, a p...
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