#AI
Автор: 猫眼美股 | CatEye U.S. Markets
Загружено: 2026-02-08
Просмотров: 9
Описание:
AI vs Jobs (Part 3) | SaaSpocalypse: $285B Vanished — Are High-Paid Tech Jobs Next? | Deep Dive
$285 billion didn’t vanish because of panic selling.
It vanished because AI quietly broke the business model behind 20 years of SaaS success.
In this Deep Dive, we go beyond headlines to explain why the so-called “SaaSpocalypse” was rational, uneven, and deeply structural — and what it means for high-paid tech jobs, seat-based software, and the rise of agent-native applications.
This episode connects AI, labor, and business models, showing why jobs are changing before stock prices finish repricing.
⏱ Chapters
00:00 – Welcome to Daily US Market Insights (Cat Eye U.S. Stock)
00:06 – SaaSpocalypse — $285 Billion Vanished. Are High-Paid Jobs Next?
01:16 – Why AI Jobs Matter Before AI Stocks
02:48 – This Wasn’t a Sell-Off. It Was a Business Model Shock.
03:33 – The Business Model Behind 20 Years of SaaS Success
04:16 – What Happens When Humans Stop Being the Execution Engine
04:46 – The SaaSpocalypse Was Rational, Not Emotional
06:08 – Open Claw: From Software User to Software Operator
07:39 – When AI Stops Asking You to Click
09:01 – Why Automation Still Has Limits
09:49 – The SaaSpocalypse Was Uneven — Some Sectors Were Hit Much Harder
11:41 – Not Everything That Fell Is Structurally Broken
12:55 – Why Some SaaS Survives the Agent Era
14:18 – Agent-Native Apps: Built for a Post-Seat World
15:43 – Thank You for Watching
🔍 Why This Matters
• AI doesn’t just replace tasks — it changes who executes work
• Seat-based pricing breaks when execution shifts to agents
• Not all SaaS is broken — but the old model is
• Jobs change through task reweighting, not overnight extinction
If you care about AI, jobs, tech stocks, or the future of work, this episode is essential context.
🏷 Tags
AI & Jobs
#AIvsJobs #FutureOfWork #Automation #AIJobs #AgentEconomy
Tech & SaaS
#SaaS #SoftwareStocks #TechJobs #AITransformation #EnterpriseSoftware
Markets & Structure
#StockMarket #MarketStructure #TechSelloff #GrowthStocks #AIInvesting
Brand
#CatEyeUSMarkets #DeepDive #MarketExplained #AIAnalysis
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