4/4 🧵 Real example: customer support SaaS (Zendesk, Intercom) is already under siege. AI agents can handle tickets, route issues, update CRMs, and learn from interactions — 24/7, no seat licenses. A $50k/year SaaS contract vs. a $5k/year AI agent subscription. The math is obvious.
8/9 🧵
The counterargument: some SaaS becomes the interface for AI agents. Instead of humans logging in, AI agents use APIs to orchestrate workflows across platforms. But this commoditizes the UI layer — the real value shifts to whoever controls the agent orchestration, not the individual SaaS tools.
9/9 🧵
Bottom line: generic SaaS is cooked. The survivors will be those who control unique data, own critical integrations, or successfully pivot to selling AI-powered outcomes instead of seat licenses. The rest face a death spiral of churn and pricing pressure as AI agents eat their lunch, one workflow at a time.