Last week, Anthropic launched plugins for Cowork, its agentic desktop tool for knowledge workers, and within days, its stock fluctuated wildly. Thomson Reuters lost 16% of its stock value. RELX, the parent company of LexisNexis, dropped by 14%. Wolters Kluwer fell 10%.

TNS contributor Janakiram MSV writes in today’s lead story that we should have seen it coming. What has become known as the “SaaSpocalypse” — a term to describe the potential limiting or end of Software as a Service applications because of agentic AI — has been talked about for more than a year.

In December 2024, Microsoft CEO Satya Nadella appeared on the BG2 podcast and made a prediction that felt provocative and overhyped, but the scenario seems to be playing out to some extent.

Read more about the so-called Saaspocalypse.

Other stories worth your time this Friday:

💡Operant AI targets ‘shadow’ AI agents with real-time security platform

💡How Homepage simplifies monitoring your self-hosted services

 

Slowly but surely, I've been migrating over to self-hosted services so I can finally cut the cord to third parties. By keeping things within my LAN, I enjoy more security and privacy than I would if I continued using cloud hosts. The problem is, I wind up with a lot of different services running that I have to...

As more organizations move workloads on-premises, demand for a “public cloud-like” experience is driving the adoption of Kubernetes-based internal platforms. In this new webinar hosted by Charles Humble, Broadcom’s Jad El-Zein will show how to automate full-stack Kubernetes deployments with a single git commit.

Join us on the waterfront at Zuidpool in Amsterdam for an evening of connection and celebration! Mingle with the brightest minds in cloud native, enjoy elevated bites and drinks, and engage with The New Stack’s editorial team.