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WDAYCRMNOWBEARISHCore thesis · 5/5

AI replatforming threatens entrenched legacy SaaS

The VC case made: enterprise software giants built on legacy cloud architectures face a structural replatforming threat as AI-native systems enable easier rip-and-replace of core back-end systems.

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WDAY: AI replatforming threatens entrenched legacy SaaS · Zortix