Quick notes: SaaS-Pocalypse | Claude CoWork...

• The SaaS -Pocalypse Has Begun: For most of the past two decades, enterprise software benefited from a remarkably stable economic story. Software was expensive to build. Switching costs were high. Data lived in proprietary systems.
  
  Once a platform became the system of record, it stayed there. Recurring revenue was treated as a proxy for predictability. Contracts were assumed to be sticky. Cash flows were assumed to be resilient.
  
  AI is now testing every part of that logic at once.
  
  Rather than sticking with legacy SaaS incumbents, organizations are shifting toward purpose-built, LLM-agnostic AI platforms that deliver portable intelligence and workflow execution without the baggage of outdated architectures.

  The Software Industrial Complex ("SIC") is what I call the $5T economy of SaaS, Services and internal teams that help companies use software to run themselves. This economy is naturally inflating 10-15% per year. In short, its an enormous economy that is unsustainable.
  
  After 30+… https://t.co/yi6ShZVctp

  — Chamath Palihapitiya (@chamath) December 22, 2024

  
  
• Anthropic's new AI tools disrupts data analytics and software companies: AI developer Anthropic launched plug-ins for its Claude Cowork agent that would automate tasks across legal, sales, marketing and ‌data analysis. That move has sparked worries of an impending AI-fueled disruption of the data and professional services industry, which were once seen as major beneficiaries of the AI era.



• India's staffing-intensive IT sector shaken: "As Indian enterprises ​integrate Claude for critical coding ​workflows, dependency on large vendor teams may decline, squeezing billable hours and margins. Anthropic’s advanced AI systems also threaten entry‑level talent pool at Indian IT firms by ⁠replacing routine development and testing tasks".




• 'Start Considering Alternative Livelihoods': Sridhar Vembu's advice to coders

Examples are now pouring in about AI-assisted Code Engineering productivity.

The quoted post is a Bhagwad Gita app.

Anthropic has built an entire C compiler with their Claude AI. That is not an easy engineering feat at all.

At this point, it is best for those of us who… https://t.co/KbgVX8G9nU

— Sridhar Vembu (@svembu) February 6, 2026



• Anything but Deep Tech: Indian corporate investment is characterised by low R&D intensity and concentration in real estate-linked, regulated, or quasi-monopolistic sectors with a relative lack of willingness and appetite to invest towards long-term risk absorption and become globally competitive.



• Indian corporate investment had "flatlined since 2012": "The question that the government isn't asking is: how come for 13 straight years, corporate India has not invested?"



• A 'Greater Balochistan'? There is growing trepidation in Pakistan establishment circles that there could be a new great game underway in the region to create a Greater Balochistan comprising Sistan-Baluchistan and Balochistan. This is not just a mineral-rich area, but geographically, a very pivotal area.
  
  A Greater Balochistan will alter the geopolitics of the region, straddling not only the entire Gulf region but also providing a base to access Central Asia and keep a watch over troublesome areas in Iran, Afghanistan and a rump Pakistan. In fact, the geographical relevance that Pakistan keeps talking about comes from its control over Balochistan.
  
  The Pakistanis are losing sleep at the thought of powerful regional and global players waking up to the importance of Balochistan. Operation Herof 2 and the larger Baloch uprising are, therefore, no longer being seen as a local separatist movement but as part of a larger global conspiracy to cut not just Iran but also Pakistan to size. 



• Pakistan Faces Crunch As Demand For China-Developed JF-17 Jets Surges: In the past month, Iraq, Bangladesh and Indonesia have expressed interest in acquiring the JF-17 Thunder, according to Pakistan's Armed Forces. Saudi Arabia and Libya are also exploring the aircraft.



• The United States did not merely abandon the Kurds: It handed them over to terror, to knives, to silence. Allies were turned into expendable bodies. Promises were buried alongside the dead.

The United States did not merely abandon the Kurds it handed them over to terror, to knives, to silence. Allies were turned into expendable bodies. Promises were buried alongside the dead.
I am a Dutch journalist, and I refuse to look away. I feel the pain of the Kurdish people… pic.twitter.com/u5PYTJdbqD

— Botin Kurdistani (@kurdistannews24) January 29, 2026




• Why Indian cities are hostile to pedestrians: Annual pedestrian deaths on Indian roads exceed fatalities reported in several active conflict zones globally, underscoring that Indian streets function as a daily warzone for walkers... “Attempts to redesign roads without prioritising pedestrians are a fundamental part of the problem. Footpaths are a default globally, not here.”