The bigger issue is the “per-seat” SaaS model looking outdated. If AI agents replace or augment users, companies like Salesforce.com and AppLovin Corporation could face pressure on pricing and growth. If revenue shifts toward usage and compute, the predictability Wall Street loved may fade, changing how I view these names long term.
I’m not rushing to sell, but I’m also not blindly buying dips. I’ll monitor how Palantir Technologies Inc. adapts, and I’m open to trimming if the thesis weakens. This feels like a moment where flexibility matters more than conviction.
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