SaaS Selloff: Monday.com's Weak Guidance

A new embedded workplace study finds that AI isn’t shrinking work—it’s expanding it, as power users take on more tasks, blur boundaries between work and downtime, and juggle parallel projects once thought impossible. The result isn’t reduced relevance or less value, but a new kind of pressure driven by expanded capability and rising expectations, especially as agentic tools accelerate what individuals and teams can attempt. This episode digs into what that shift really means for productivity, job displacement fears, and why the real challenge of AI may be managing abundance. In the headlines: a surprise leap in Chinese video models, new data center politics in Washington, the SaaS selloff continues, OpenAI rolls out ads, and fresh rumors of an imminent model release.

Studies:

https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it

https://media.licdn.com/dms/document/media/v2/D4E1FAQFSB5OvcNbALA/feedshare-document-url-metadata-scrapper-pdf/B4EZw_o8RPH8A4-/0/1770594224671?e=1771254000&v=beta&t=aGhL2aWPwKzZJr2O2z99r3X4MfV9LNzf2NS9rbf63dA

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