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1. pcurve+(OP)[view] [source] 2026-02-05 02:09:03
Agree on the valuations. Most have come down and many have overcorrected imho.

As expensive as some of these software seem in terms of cost per seat, most of the subscription contract rarely exceed a few hundred thousand / year if even $1mm, which is drop in a bucket for many companies. (vs running on-prem servers, having staff to support them)

You'd think Atlassian would be printing money given everybody under the sun is using them, but they only make $5B in annual revenue.

I've worked at fortune 50 companies for a while and custom enterprise software is still alive and well for things that are too business specific to buy off the product for. But they're not going to be in a rush to create their own Workday, Salesforce, Jira, Figma, SAP, etc.

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