[Fiserv's CEO fleeing](https://www.marketwatch.com/story/fiserv-ceo-flees-after-presiding-over-71-stock-drop-in-his-short-tenure-b92b9270?mod=mw_rss_topstories) and (https://www.cnbc.com/2026/06/15/salesforce-ai-customer-service-fin-acquistion.html) — an AI platform most enterprises build in-house for pocket change — tells me enterprise software's unit economics are deteriorating faster than consensus admits.

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