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Research
The SaaS Apocalypse: How AI Agents Are Dismantling a Trillion-Dollar Industry
Autonomous AI agents are reshaping enterprise software from the ground up, threatening per-seat pricing models and forcing a fundamental rethink of how software creates and captures value.
References
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- [2] AI agents from Anthropic and OpenAI aren't killing SaaS... - Fortune https://fortune.com/2026/02/10/ai-agents-anthropic-openai-ar...
- [3] The impact of agentic AI on SaaS and partner ecosystems - CIO https://www.cio.com/article/4072984/the-impact-of-agentic-ai...
- [4] How SaaS companies can embrace the agentic AI future - EY https://www.ey.com/en_us/insights/tech-sector/agentic-ai-how...
- [5] AI agents and the end of SaaS as we know it: A deep dive | Credera https://credera.com/en-gb/insights/ai-agents-and-the-end-of-...
- [6] Farewell, SaaS: AI is the future of enterprise software | AlixPartners https://www.alixpartners.com/insights/102kcw9/farewell-saas-...
- [7] Software Ate the World. Now AI Is Eating Software. - Business Insider https://www.businessinsider.com/software-ate-world-now-ai-ea...
- [8] Will Agentic AI Disrupt SaaS? | Bain & Company https://www.bain.com/insights/will-agentic-ai-disrupt-saas-t...