What's the conventional wisdom explanation for why the big enterprise SaaS vendo... | Hacker News

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		eitally 22 days ago \| parent \| context \| favorite \| on: US Tech Market Treemap What's the conventional wisdom explanation for why the big enterprise SaaS vendors are all down 10-20%+ YTD. This holds for ServiceNow, Workday, and even Salesforce?

nathancspencer 22 days ago | [–]

Not that I agree, but per-seat pricing, with forecasted lower seat growth of companies due to AI labor market displacement.

bigyabai 22 days ago | [–]

They were overvalued.

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