The Agentic Playbook: Surviving the $830B Software Crash
Robert Smith’s Blueprint for the $1 Trillion Software Boom Five Filters to Separate Software Winners from Losers After the $830 Billion Crash TL;DR The software sector lost $830 billion in six trading days after Anthropic launched new AI tools that spooked investors about the future of paid software. Robert Smith, CEO of Vista Equity Partners, […]
March 2026 Market Review: Iran Oil Shock, Job Losses, & the Software Rally
War with Iran, oil above $90, a 92,000-job loss, and the software rally that no one expected Published: March 8, 2026 | Red Bank, NJ TL;DR — Weekly market summary The S&P 500 closed at 6,740.02 on March 6, falling 2.0% for the week and reaching its lowest close of 2026 after U.S.-Israeli strikes on […]
