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sgustard | 25 days ago

The old argument for being locked in to legacy software costing 6-8 figures a year was that you had no choice. Now you have a choice! Clearly that is better, and everyone should evaluate that choice on its merits, and the stock market sees that people are voting with their dollars. If your whole sales pitch is "good luck when it breaks!" you might want to reevaluate your business model.

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camdenreslink|25 days ago

The stock market is trying to predict that people will vote with their dollars in the future. I’m not quite sure people are really replacing enterprise Saas at large corporations yet. It’s more of a projection.