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REDDIT

SAAS companies are dropping due to AI, is this an overreaction?

R
Jan 15, 2026 · 20:36

Companies like [Monday.Com](http://Monday.Com) and Atlassian(TEAM) and Salesforce are all dropping this week due to Anthropics new Cowork and fears that people will be replaced by AI so there will be less seats to licence. Is this a market overreaction and could potentially be a good play to buy the dip?

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