TLDR Tech / IT
Software Stocks Face Volatility Amid AI Displacement Risk
Major B2B software stocks, including ServiceNow and Salesforce, are experiencing significant market volatility as companies are re-rated based on AI displacement risk. While seat-based models are struggling, infrastructure providers like Cloudflare and MongoDB are showing growth. The sector is transitioning from human-centric seat pricing to AI-driven consumption and outcome-based business models.
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