Ai Economy
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AI's Market Disruption Has Shifted Investor Sentiment from "When" to "If" — and SaaS Is Ground Zero
Anthropic's rapid product announcements in February 2025 triggered cascading selloffs across legal tech, cybersecurity, and legacy IT sectors, forcing a structural repricing of SaaS equities. Investors have moved from debating *when* AI will compress cash flows to questioning *whether* those cash fl…