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.

i would not say "writing on the wall" at all.

> is a stretch when their customer count is literally still growing double digits.

source?

You just described the typical innovators dilemma for SaaS software.