The Ledger
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Laffont: SaaS must re-accelerate with AI or re-rate to 20x GAAP earnings
“So one of two things are going to have to change. Either companies are going to have to benefit from AI and re-accelerate the top line. And I think if you, again, listen to the workday earnings call yesterday, Anil, the CEO, essentially said his job is to come…”