In a 48-hour stretch in February, roughly $285 billion in software market cap evaporated. The trigger was the fear that AI agents would make per-seat licensing obsolete, that the entire model of charging companies for seats their employees would no longer need was about to...
In a 48-hour stretch in February, roughly $285 billion in software market cap evaporated.
The trigger was the fear that AI agents would make per-seat licensing obsolete, that the entire model of charging companies for seats their employees would no longer need was about to...
Four months ago the markets decided B2B software was dead.
The page is ready to read now. The fuller skim-friendly version will appear here automatically.
In a 48-hour stretch in February, roughly $285 billion in software market cap evaporated. The trigger was the fear that AI agents would make per-seat licensing obsolete, that the entire model of charging companies for seats their employees would no longer need was about to... Four months ago the markets decided B2B software was dead.
Four months ago the markets decided B2B software was dead.
Open the app view to save this story, compare related coverage, and continue from the same source.