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Hopium vs Facts - Salesforce, ServiceNow, Workday etc... end of Enterprise Saas?
Investor summaryBearish
Questions if enterprise SaaS giants like CRM, NOW, and WDAY are facing an industry end, contrasting high valuations with harsh facts.
Bear points
- Enterprise SaaS valuations may be disconnected from reality.
- The traditional enterprise SaaS business model might be facing its end.
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