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Analysis Feb 6, 2026

Eleven Open-Source Plugins Just Wiped $285 Billion Off the Software Industry

Anthropic released free plugins for Claude Cowork that automate legal, sales, and marketing work. Wall Street panicked. The SaaSpocalypse debate is just getting started.

Analysis Feb 5, 2026

The SaaSpocalypse: Anthropic's Claude Cowork Plugins Triggered a $285 Billion Stock Meltdown

Anthropic's open-source plugins for Claude Cowork wiped $285 billion from software stocks in a single day, rattling markets from Wall Street to Mumbai.

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