AISaaStrabout 4 hours ago
Salesforce, HubSpot, Adobe Oversold After SaaSpocalypse?
15 min read
Roughly $285 billion in software market cap evaporated in February over fears AI agents would kill per-seat licensing. The IGV software index fell more than a third from September highs but has since ripped back over 40% from its April low. Salesforce, HubSpot, and Adobe kept sliding to fresh 52-week lows, left behind by the recovery.
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