- Entry
- $194.79
- Final
- $152.76 -21.6%
- Target
- —
- Score
- -1.00
I've been watching the software sector meltdown for the past month and I think the market's misdiagnosing what's actually happening here. What everyone thinks is going on: AI is replacing enterprise software. Agents are making Salesforce obsolete. The whole SaaS model is dead because why pay for software when AI can just do the work directly? That's the narrative anyway. What's actually happening (and why it matters): The software isn't being replaced. The people using it are getting fired. Think …
— ORIGINAL POST ·
The SaaSpocalypse: Everyone's Reading This Wrong
· r/investing
· Feb 27, 2026