Summary
The enterprise Software as a Service (SaaS) industry is facing significant disruption from three key forces: the rise of AI agents reducing the need for human users, the increasing feasibility and cost-effectiveness of building bespoke software, and the obsolescence of traditional seat-based pricing models. These changes threaten SaaS vendors' subscription revenues and central position in enterprise software, pushing them towards consumption-based pricing and product redesigns for an agentic future.
