The Great Software Selloff | Rational Repricing or Market Overreaction?

Anthropic's launch of AI automation tools triggered the worst selloff in software stocks since 2022, with Thomson Reuters posting its largest daily loss on record and RELX experiencing its steepest decline since 1988. The S&P 500 software index fell 26% from its October peak even as broader markets hit all-time highs.

This analysis examines both sides of the debate: whether markets are rationally repricing businesses facing genuine disruption to their per-seat licensing models, or whether fear has outpaced fundamentals given incumbents' proprietary data moats, enterprise adoption friction, and the historical pattern of overreacting to technological change.

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