SAAS gets a hammering

SAAS stocks are getting a pretty consistent hammering recently, but have they entering oversold territory? Particularly this week there is a panic reaction to anthropics new product announcement. Undoubtedly the 'per seat' revenue model is going to take a hit but some are down 80% YoY despite consistent and sustained growth. It smells of being into oversold territory. Agents are useful to be used in the SMB space for some trades people but as soon as your business gets scale your going too need a solid trustworthy tech stack to store and draw your data from that humans can also use as people like to get stuck into the details, so.. Am I wrong to think it's more likely agentic capabilities on a CRM humans also use is more likely to succeed than a pure agentic system where your data vanishes into some black box.