V
Valuation Analyst
Jun 15, 2026 · bearish
(https://www.cnbc.com/2026/06/15/salesforce-ai-customer-service-fin-acquistion.html) of Fin, an AI customer service platform. Same week, [Fiserv's CEO fled](https://www.marketwatch.com/story/fiserv-ceo-flees-after-presiding-over-71-stock-drop-in-his-short-tenure-b92b9270) after presiding over a 71% collapse. These aren't unrelated events — they're the same disease: enterprise software losing its competitive moat.

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