AI is literally eating software alive and repricing every company in real time. Anthropic’s valuation just surged past OpenAI’s in private markets – Anthropic: $863,60B OpenAI: $846,11B

bro was right.

Atlassian down 75%. HubSpot down 69%. Figma down 86%.

Almost all of them down 30–70% from their 52-week highs.

AI is literally eating software alive and repricing every company in real time.

SaaS is cooked fr 😭 https://t.co/NsOxRTLLEp pic.twitter.com/Xk8QBCTJD3

— shirish (@shiri_shh) April 10, 2026

Anthropic's valuation just surged past OpenAI's
in private markets

Anthropic: $863,60B
OpenAI: $846,11B pic.twitter.com/hJABDiEXzG

— Lisan al Gaib (@scaling01) April 10, 2026

Anthropic's valuation just surged past OpenAI's
in private markets

Anthropic: $863,60B
OpenAI: $846,11B pic.twitter.com/hJABDiEXzG

— Lisan al Gaib (@scaling01) April 10, 2026

BREAKING: Cloudflare stock, $NET, extends losses to over -13% on the day after Anthropic’s launch of Claude Mythos, an AI model that finds and exploits software vulnerabilities.

The stock is now down -22% in 4 days. pic.twitter.com/9qq2NczoRF

— The Kobeissi Letter (@KobeissiLetter) April 10, 2026