00:00CRMCRMSHORTFIRST CALL

“I'm now starting to see very meaningful agentic business process workflows … that's sort of what led to the whole SaaS implosion.”

AI agents can do the white-collar work these software seats were sold for, so customers buy fewer seats and the old SaaS giants shrink.

CRMCRMSHORT@ $176.59

$186.74-5.75%

since call Apr 9

peak +11.5%

Trade on Robinhood →