06-reference

stratechery weekly saasmageddon super bowl

Thu Feb 05 2026 19:00:00 GMT-0500 (Eastern Standard Time) ·reference ·source: Stratechery ·by Ben Thompson
saasmicrosoftanthropicsuper-bowl

SaaSmageddon and the Super Bowl (This Week)

Weekly digest — week of February 2, 2026. Highlights: Microsoft and Software Survival article, Apple earnings, Benedict Evans interview on AI and software. Sharp Tech episode on SaaS stock collapse (half-trillion Nasdaq 100 drop) and Anthropic’s Super Bowl ads targeting OpenAI’s advertising play.

Format: weekly-digest — stub only, no full assessment.