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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.
AI doesn't kill the software directly. It kills the headcount that uses the software. Which kills the per-seat revenue model. Which kills the business... "Software becomes a commodity; AI becomes the "brain" and the worker".
- 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
- 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?"
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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.
- 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.”
- Win for American farmer: New US-India deal will export more American farm products to India's massive market, lifting prices, and pumping cash into rural America.
Satya Nadela is basically describing the death of the traditional SaaS model.
— Rohan Paul (@rohanpaul_ai) January 21, 2026
Explains the AI agentic future, and where the "value" lives.
Because business logic is moving from the software application to the AI agents.
Currently, you buy software for its specific features and… pic.twitter.com/LAQVWDg4af
Goldman Sachs is rolling out Anthropic’s AI model to automate accounting and compliance roles completely.
— Rohan Paul (@rohanpaul_ai) February 6, 2026
Anthropic engineers have been embedded at Goldman for 6 months, co-developing systems that act like “digital co-workers” for high-volume, process-heavy tasks.
The new setup… pic.twitter.com/KMvQkkTAMs
Examples are now pouring in about AI-assisted Code Engineering productivity.
— Sridhar Vembu (@svembu) February 6, 2026
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
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.
— Botin Kurdistani (@kurdistannews24) January 29, 2026
I am a Dutch journalist, and I refuse to look away. I feel the pain of the Kurdish people… pic.twitter.com/u5PYTJdbqD
Thank you @POTUS for ONCE AGAIN delivering for our American farmers.
— Secretary Brooke Rollins (@SecRollins) February 2, 2026
New US-India deal will export more American farm products to India's massive market, lifting prices, and pumping cash into rural America.
In 2024, America’s agricultural trade deficit with India was $1.3… https://t.co/Z04eNDfXjD
