i agree that their products are quite stale, but a lot of that is cuz they're so deeply entrenched in enterprise workflows in a way that's incredibly hard to displace. switching costs for jira alone across a large org are brutal.
could an AI native competitor eventually eat their lunch? sure. but "no new sane company wants to use their products" is a stretch when their customer count is literally still growing double digits.
could an AI native competitor eventually eat their lunch? sure. but "no new sane company wants to use their products" is a stretch when their customer count is literally still growing double digits.
i would not say "writing on the wall" at all.