Memani Says the Soft Landing Is Arriving

Is software debt. What software is not that. I think if you really have to define what that means in that context, it has software come down a lot.Absolutely. Software of going away as a service. Absolutely not.So the valuations and the multiples were too high. And, you know, because the terminal value is being questioned, it is appropriate to kind of take them down. And it's not that the business itself is going away.Revenue is going to be zero tomorrow. It's just that the valuations that people are willin ...