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The Old Business Playbook Is Breaking Down

31 0
14.05.2026

Artificial intelligence has stopped behaving like a future technology. It now functions as an economic force that rewrites business strategy in real time. 

Companies that spent decades building market dominance suddenly face challengers that emerge in weeks, scale in months and erase long-standing advantages with startling ease.

Recent events in the tech sector make the shift impossible to ignore. 

The launch of Claude Cowork’s plugin triggered what many investors called a “SaaSpocalypse,” wiping billions from software valuations as markets absorbed a brutal reality. 

AI tools can replace large chunks of conventional software faster than executives expected. IBM saw its shares fall 13 percent in a single day after Claude announced an AI tool capable of upgrading Cobol programs, an area long viewed as part of IBM’s enterprise stronghold.

Those market reactions reveal something deeper than investor anxiety. They expose the collapse of the business principles that built the modern corporate world.

First-mover advantage once defined success. Companies that entered markets early enjoyed years, sometimes decades, of dominance. Intel built leadership in processors through scale and technological lead time. Apple transformed smartphones into a premium ecosystem competitors struggled to match. Google turned search into one of the most powerful monopolies in business history.

AI compresses those timelines dramatically.

A startup can launch........

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