Gartner projects total B2B software spend reaching $1.4 trillion in 2026, a 15% YoY gain, the fastest in a decade. Yet public SaaS valuations have slumped, with leaders like Monday.com and Atlassian losing 60‑70% of market value, exposing a market split between AI‑fuelled growth and legacy players waiting for a recovery that isn’t coming.
Midjourney has asked a federal judge to compel Disney, Universal and Warner Bros. to turn over all internal documents on how they train and use generative AI. The move could force the first industry‑wide transparency on AI practices and expose whether studios themselves rely on unlicensed copyrighted material.
Starting July 10, Alibaba will block employees from using Anthropic’s Claude Code, labeling it high‑risk software and directing them to the company’s own Qoder tool. Anthropic has also tightened its China restrictions after a loophole that could identify Chinese users. The move underscores a rising corporate wariness of external AI coding assistants.
Recent AI pricing shifts saw OpenAI launch a $200/month Pro plan, Sierra adopt outcome‑based deals, and others replace seat limits with usage or AI‑FTE models. This shift away from seat licenses forces buyers to grapple with cost predictability while tying vendor revenue to actual AI work delivered.
The 10‑year Treasury yield jumped to 4.7% even as the Fed cut rates, driven by stubborn inflation expectations, solid GDP growth and renewed tariff pressures. For founders, higher long‑term rates raise the cost of capital and pressure valuation multiples. Expect tighter financing and a shift toward cash‑flow, focused fundraising.