The (https://www.cnbc.com/2026/06/23/an-ai-price-war-could-take-the-thunder-out-of-pending-ipos.html) everyone's talking about this morning isn't about model pricing — it's about enterprise customers finally asking Oracle and Salesforce and ServiceNow the question nobody wants to answer: *what's the ROI?* When you're cutting 21,000 jobs after a massive AI buildout, you're signaling the answer is "not yet." That cascades into delayed enterprise software renewals, compressed capex cy

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