Suppose a barista at a cafe adds an extra pump of syrup to your latte. You might think, "This is a bit sweet today," and move on. But what if a pharmacist misreads a prescription and dispenses a sleeping pill instead of blood pressure medication? Someone could die. This fundamental distinction is currently fueling a $285 billion (approx. 410 trillion KRW) sell-off in the global software market.
In early February, $285 billion evaporated from the North American software market in just 48 hours. Wall Street calls it the "SaaSpocalypse." A fear that AI will replace software has swallowed the market whole. Following the release of Anthropic’s Claude Cowork on January 12, Google’s Genie 3, and the unveiling of Claude Opus 4.6’s multi-agent coordination features on February 6, investors rushed to the conclusion that "software is no longer needed."
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