The Ai Decoupling | Vintage Data
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Old data, new models
The Ai Decoupling | Vintage Data The AI Decoupling Pierre-Carl Langlais, May 24, 2026 It started exactly one year ago: in May 2025, the tech economy split into software and AI. The SaaS compounded index from Bessemer vs. general Nasdaq The AI/software decoupling went unnoticed for months, save for early signs of structural strain. The market finally came to a full realization in early 2026: SaaS and cloud services experienced the largest sell-off since the start of the pandemic, while AI labs and associated infrastructure soared. There are now two completely disconnected ecosystems, with diffe
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