Software stocks shed over a trillion dollars in two weeks as investors bet AI agents will kill per-seat licensing. Salesforce and Workday both down 40%+ over twelve months. The budget conversation just got very different for enterprise software.
A journal for living in the agentic age
Software stocks shed over a trillion dollars in two weeks as investors bet AI agents will kill per-seat licensing. Salesforce and Workday both down 40%+ over twelve months. The budget conversation just got very different for enterprise software.
Software stocks shed over a trillion dollars in two weeks as investors bet AI agents will kill per-seat licensing. Salesforce and Workday both down 40%+ over twelve months. The budget conversation just got very different for enterprise software.