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A scary SaaS selloff changes the calculus for startups and private markets: “code alone was never a real moat” [Fortune]

Workday, Inc. - Class A  (WDAY) 
Last workday, inc. - class a earnings: 2/27 04:01 pm Check Earnings Report
PDF It all started a little over a week ago. Everything in the public and private markets for 2026 seemed as normal as can be. We were all talking about the bizarre, AI-old [Read more]