PolyAI CEO tells us whats really happening with the SaaS-pocalypse: "The market is not rewarding them because the value is moving up into the agentic layer. The issue is, and I think for @salesforce, is because Agentforce has failed". @nikola_mrksic thinks: "Because they're failing to capture the higher margin, faster growing TAM of the new agentic layer, where you're basically capturing all that new revenue that used to be human labour...they're getting penalised on valuation, because…