*“The $300 billion repricing was not random. It reflected investors accelerating their expectations around workflow substitution risk.
Feature competition compresses margins.
Workflow replacement redirects spend.
When workflows move, value moves with them.
Customers do not need to rip out legacy systems overnight for this to matter. They consolidate. They renegotiate. They reduce usage. Cash flow weakens before logos disappear. Markets understand this dynamic instinctively. That is why companies long considered “sticky” sold off together, regardless of near-term fundamentals.”*
Excerpt From
“$300 Billion Evaporated. The SaaS -Pocalypse Has Begun.”
Forbes
https://apple.news/A95YRqQXuQM6YDdcnhDtRWQ
halalmoney
npub1vd…97rjz
2026-02-04 21:42:11 UTC
Author Public Key
npub1vdaz78d96t7pjakpfmqqlr4wgq26l6vmkf25782n05qgdgtfmk8s297rjzSeen on
wss://ditto.pub/relayPublished at
2026-02-04 21:42:11 UTCEvent JSON
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"content": "*“The $300 billion repricing was not random. It reflected investors accelerating their expectations around workflow substitution risk.\nFeature competition compresses margins.\u2028Workflow replacement redirects spend.\nWhen workflows move, value moves with them.\nCustomers do not need to rip out legacy systems overnight for this to matter. They consolidate. They renegotiate. They reduce usage. Cash flow weakens before logos disappear. Markets understand this dynamic instinctively. That is why companies long considered “sticky” sold off together, regardless of near-term fundamentals.”*\n\nExcerpt From\n“$300 Billion Evaporated. The SaaS -Pocalypse Has Begun.”\nForbes\nhttps://apple.news/A95YRqQXuQM6YDdcnhDtRWQ\n",
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