这几天有一张关于SaaS公司“AI蚕食矩阵”的图在网上被很多投资人和软件创业者热议（图二）。 它解释了为什么很多现在美国 SaaS 巨头和上市公司的“剩余履约义务”（RPO）从估值宝藏变成了结构性隐患。 ### 先懂RPO：从资产到负债的转变💡 RPO本质上是公司已 ...

There are many in the tech world — Satya Nadella, for one — suggesting that major SaaS platforms will face obsolescence because of the increasing maturity of generative AI and agentic applications.

We recently published 10 Stock Titans With Massive Losses. ServiceNow Inc. (NYSE:NOW) was one of the worst performers on Thursday. ServiceNow dropped for a third straight day on Thursday, shedding ...