
Google has shaken things up: Are software companies on their way to becoming a distant memory?
The last week of February 2026 will likely be remembered in economics classes as the "week of the SaaS awakening." What began as a Google algorithm update (Core Search Update) and announcements of doubled AI budgets turned into a snowball that erased an unimaginable $300 billion in market value from the software sector within just a few days.










