Mar. 1 at 9:36 AM
$PATH ⚠️ RPA / Automation Watch
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Pure-play automation software, high valuation riding recurring revenue — but AI agents are now building & running workflows themselves, quickly commoditizing the core product.
Competition is heating up: Microsoft, open-source tools, and no-code LLMs are chipping away at the moat fast.
Valuation + tech erosion = un-investable territory in my view, joining the ranks of high-multiple software like CRM & ADBE where growth expectations are baked in.
