06-reference

stratechery weekly saasmageddon super bowl

2026-02-06·reference·source: Stratechery·by Ben Thompson

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.