JPM is right... cowork isn't replacing all enterprise software. But thats not the point. AI coding isn't coming for the database or the compliance layer... its coming for the $50/seat UI that's just a fancy way to view and edit data. Software isn't dying but the interaction layer *is getting commoditized. important to sort between the two. $crwd $panw prolly safe. $mndy $hubs $team $adbe less so