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isn't the premise that larger saas companies are being replaced by in-house solutions and by more and smaller players cannibalizing each other?

SaaS that's critical for the business is not going to be disrupted.

Once a business grows where tool failure is not a option, they will buy salesforce or similar professional clones.

Now will salesforce be disrupted by a newer CRM called AIForce? Now your paying AIForce instead of paying Benioff.