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CROSS-CATEGORY: Per-Seat Incumbents Restructure While AI-Native Startups Raise at $1B+ — Atlassian Cuts 1,600 After First-Ever Seat Decline, Same Week Sierra Hits $15.8B
The structural divergence between legacy SaaS and AI-native companies is now undeniable: Atlassian cut 10% of workforce (1,600 jobs) after reporting its first-ever enterprise seat count decline, while in the same period Sierra raised $950M at $15.8B, Enter hit $1.2B, and Parallel Web Systems reached $2B. Per-seat pricing fell from 21% to 15% of SaaS in 12 months. Monday.com's CEO announced replacing 100 SDRs with AI agents — ironic for a project management platform whose revenue depends on seat expansion.
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