Top Podcasts on SaaS Stocks & AI Impact
Updated: Feb 18, 2026 – 4 episodes
A significant market correction occurred on February 17-18, affecting major Software-as-a-Service (SaaS) companies including Salesforce, ServiceNow, and Atlassian. The sell-off was triggered by growing investor sentiment that 'Agentic AI' technologies—capable of autonomously executing complex workflows—could disrupt traditional seat-based licensing models and reduce the need for human-centric software tools. Despite some analysts arguing the panic is overblown and fundamentals remain strong, the event highlights a critical industry debate regarding the long-term economic impact of generative AI on established software business models.
Hard Fork has the best 20 minutes on the SaaS stock decline story, exploring both the fears and potential opportunities AI presents for the sector. They discuss how AI could disrupt traditional models, yet also spark innovation. For a balanced perspective, The AI Daily Brief offers insights from industry leaders like Box CEO Aaron Levy, who argues that the panic might be overblown. The a16z Show dives into the dual nature of AI's impact, suggesting new opportunities for innovation despite the disruption. Start with Hard Fork for a comprehensive overview.
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Podcast Episodes Covering This Story
The AI Daily Brief: Artificial Intelligence News and Analysis
Did the Super Bowl Make Americans Like AI Any More?
Date posted: Feb 09, 2026
At a glance
While the podcast acknowledges the fears driving the SaaS sell-off, it emphasizes that industry leaders believe this moment could actually present opportunities for innovation and growth in the sector.
Key quote from this episode
“Box CEO Aaron Levy argued that the narrative quote, somewhat misunderstands this idea of where companies tend to spend their resources and their time and energy.”
Hard Fork
‘Something Big Is Happening’ + A.I. Rocks the Romance Novel Industry + One Good Thing
Date posted: Feb 13, 2026
At a glance
The podcast segment highlights the uncertainty surrounding the SaaS sector's valuation amidst fears of AI displacement, while also acknowledging the potential for innovation and competition that could arise from these technologies.
Key quote from this episode
“I think there is sort of a mounting sense that as we've talked about in this show, now you and I and anyone can theoretically at least build your own version of that and these companies may not be as valuable.”
At a glance
The podcast segment explores the dual nature of AI's impact on the SaaS sector, suggesting that while AI may disrupt traditional coding roles, it also creates new opportunities for innovation and hiring within companies.
Key quote from this episode
“Is software maybe the actual biggest risk here? Is that where the real disruption is happening is now that enterprises can sort of build anything really quickly with a few smart people?”
The AI Daily Brief: Artificial Intelligence News and Analysis
How the Global AI Race Has Shifted
Date posted: Feb 11, 2026
At a glance
The podcast segment explores the nuanced reactions to the sell-off, highlighting both genuine concerns about AI disruption and the possibility of overreaction by investors, contrasting with the headline's focus on fear.
Key quote from this episode
“Altruist CEO Jason Wank said that while he was surprised by the scale of the sell-off, he thought it made sense directionally.”
Sentiment Overview
Mixed (4)