2026년 초, S&P 500 소프트웨어 및 서비스 지수에서 약 1조 달러의 시가총액이 단 6주 만에 사라졌다. 앤트로픽의 클로드 코워크 출시가 원인으로, AI가 복잡한 작업을 단독으로 수행하게 된다. 이는 SaaS 모델의 근본적인 변화를 초래하며, 기업들은 새로운 과금 모델로 전환해야 생존할 수 있다.
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