Claude Sparked a Nearly $1 Trillion Panic. Your Apps Are Next

Adobe wants $69.99 a month. GitHub has a free Photoshop clone built with AI. CapCut has been cloned. ElevenLabs has been cloned. Even Higgsfield, a $5 billion AI company, got cloned by a YouTuber in an hour. And when Claude got new plugins, software stocks fell into what Reuters later called a nearly $1 trillion rout. So is AI the software killer, and will you ever pay for software again? Eight chapters: the clone wars, GitHub as the new App Store, the vibe coding gold rush, who's selling the shovels, why nobody will innovate any more, and whether creative software has peaked. Will you ever pay for software again? Have a scrap about it in the comments. NEED AN EDITOR? Liked this video and need editing services? Check out www.lumaira.studio SPONSORSHIPS AND COLLABORATIONS Email hello@lumaira.studio CHAPTERS 0:00 Will you ever pay for software again? 0:36 Software companies are screwed 1:31 The clone wars 4:08 GitHub is the new App Store 6:17 The vibe coding gold rush 8:17 Who's selling the shovels 10:13 Why nobody will innovate any more 11:49 Creative software has peaked 13:25 So, is software dead? SOURCES Software companies are screwed CNN, Anthropic tool shakes software stocks: https://edition.cnn.com/2026/02/04/in... Reuters, the nearly $1 trillion rout: https://www.bnnbloomberg.ca/business/... The clone wars TweakTown, Software is over: https://www.tweaktown.com/news/113989... PhotoCraft roadmap: https://github.com/storytold/photocra... OpenCut: https://github.com/OpenCut-app/OpenCut VoiceStudio: https://github.com/debpalash/VoiceStudio Reuters, Higgsfield at $5.4 billion: https://www.bnnbloomberg.ca/business/... Albert Olgaard's Higgsfield clone:    • Dear Higgsfield, I cloned you in 1 hour   Comfy, $25,000 open source challenge: https://blog.comfy.org/p/higgsfield-p... My Adobe video:    • Adobe Charged Him to Cancel. So He Rebuilt...   GitHub is the new App Store Casey Newton, Platformer: https://www.platformer.news/claude-co... CineSched on IndieTalk: https://www.indietalk.com/threads/i-c... Retool 2026 Build vs Buy report: https://www.businesswire.com/news/hom... Mark Cuban, Yahoo Finance: https://finance.yahoo.com/news/mark-c... Dario Amodei at Davos, Benzinga: https://finviz.com/news/281945/anthro... The vibe coding gold rush App Store flood, Business Model Analyst: https://businessmodelanalyst.com/ai-v... TechCrunch, App Store boom: https://techcrunch.com/2026/04/18/the... RevenueCat 2026 report: https://www.revenuecat.com/blog/growt... Who's selling the shovels Lovable affiliate programme: https://lovable.dev/partners/affiliates Cursor tops $4 billion, Dealroom: https://dealroom.co/news/134107-curso... Claude Code run rate: https://simonwillison.net/2026/Feb/12... Anthropic $65 billion run rate, Reuters: https://www.thestar.com.my/tech/tech-... Adobe Q3 FY2026 results, Pulse 2.0: https://pulse2.com/adobe-q3-revenue-r... Why nobody will innovate any more Adobe, rebuilding Photoshop's engine: https://community.adobe.com/the-evolu... The Register, curl ends its bug bounty: https://www.theregister.com/2026/01/2... Creative software has peaked YMCinema, DaVinci Resolve 21.1 and MCP: https://ymcinema.com/2026/09/17/davin... So, is software dead? TechRadar, Benioff and Huang: https://www.techradar.com/pro/salesfo... PHOTOS Via Wikimedia Commons: Mark Cuban (Gage Skidmore, CC BY SA 3.0), Casey Newton (Sarah K Joyce, CC BY SA 4.0), Jensen Huang (Anderseidesvik, CC BY SA 4.0). Gold rush images (NYPL, John Grabill): public domain. Numbers are as reported when I recorded. The thumbnails are illustrations, and the logos belong to their owners. The app listing and repo cards marked parody are made up for comedy. This channel isn't affiliated with any company mentioned. I use Claude to help research this show, and I built my own teleprompter with it. #Software #Claude #Adobe