When the Agent Runs the Workflow the SaaS Used to Host
For two decades, SaaS won by hosting the workflow: the pipeline, the ticket queue, the approval chain lived inside the vendor's app, and you
T. Brennan · Jun 24, 2026 · 14 min
vs SaaS
How GaaS reshapes the software business model. · 45 articles
Enterprise Software Contracts in a Usage-Shrinking World
When AI agents do the work that used to require ten people logging into a tool, the number of seats, API calls, and active users underneath
M. Hale · Jun 23, 2026 · 13 min
The Seat-Based Business Models Most Exposed to Agents
Per-seat SaaS pricing was built on a simple assumption: more humans logging in equals more value captured. Agentic AI breaks that assumption
L. Karlsson · Jun 22, 2026 · 14 min
State of SaaS Disruption 2026: The Annual Incumbents-vs-Agents Report
Software-as-a-Service is not dying, but its pricing model is. This annual report tracks where autonomous AI agents are actually eating into
C. Whitlock · Jun 22, 2026 · 16 min
Agents vs. Zapier: Why AI Agents Are Coming for the Workflow-Automation Incumbents
Zapier, Make, Workato, and the rest built billion-dollar businesses on a simple bet: connecting apps is hard, so charge people to wire them
T. Brennan · Jun 19, 2026 · 11 min
The Disappearing Dashboard: Why the Next Generation of Agents Act Instead of Display
For two decades, software's answer to almost every problem was the same: build another dashboard. Agentic AI is quietly killing that reflex.
E. Marchetti · Jun 15, 2026 · 12 min
The Quiet Collapse: How AI Agents Are Eating the Low-Code/No-Code Promise
Low-code/no-code platforms sold a tantalizing pitch: drag boxes, connect arrows, and build software without engineers. Agentic AI is rewriti
L. Karlsson · Jun 12, 2026 · 13 min
The Five-Year SaaS-to-GaaS Transition Roadmap
Most SaaS companies will not flip to agentic AI-as-a-service (GaaS) in a single release. The shift unfolds over roughly five years and four
N. Adeyemi · Jun 12, 2026 · 13 min
Platform Risk: What You're Really Signing Up For When You Build Agents on a Foundation-Model Provider
Building an agent business on top of OpenAI, Anthropic, or Google means renting your most important supplier, and that supplier sets your m
A. Reyes · Jun 6, 2026 · 14 min
How Salesforce Is Repricing for the Agent Era (and Why the Math Keeps Changing)
Salesforce built a $30-billion-a-year empire on per-seat licensing. Agents threaten that model because an autonomous agent isn't a "user" yo
T. Brennan · May 23, 2026 · 11 min
System of Record vs. System of Action: Where the Real Agent Battle Gets Decided
The most important fight in enterprise software right now isn't whether agents replace SaaS seats. It's whether the agent or the incumbent o
S. Bauer · May 14, 2026 · 13 min
"SaaS Is Dead" Is the Wrong Bet, Here's the Steelman, and Why It Still Loses
The "SaaS is dead" thesis says autonomous AI agents will eat the application layer: who needs a CRM seat when an agent just does the sales w
E. Marchetti · May 13, 2026 · 12 min
Why Some SaaS Categories Are Agent-Proof (and Which Ones Aren't)
Not every software category is going to get eaten by AI agents. The ones most exposed are thin layers of UI over a workflow an agent can jus
C. Whitlock · May 10, 2026 · 12 min
Vertical SaaS vs. Vertical Agents: Who Actually Wins the Niche?
The short answer: vertical SaaS owns the system of record, vertical agents own the work that happens around it, and for the next few years
M. Hale · May 9, 2026 · 13 min
The Middleware Squeeze: What Happens to Integration Tools When Agents Wire Themselves Together
Integration middleware, iPaaS platforms, API connectors, ETL pipelines, the whole plumbing layer between business apps, grew up solving a
C. Whitlock · May 5, 2026 · 11 min
Agents as the New UI Layer Over Old Software
The interface is the part of enterprise software people actually touch, and it's the part agents are quietly replacing first. Instead of cli
C. Whitlock · Apr 22, 2026 · 13 min
How AI Agents Are Quietly Rewriting Who Buys Software Inside the Enterprise
When you sell agents instead of seats, the person signing the contract changes. The line-of-business manager who used to need IT's blessing
L. Karlsson · Apr 20, 2026 · 13 min
Will AI Agents Kill the Freemium SaaS Model?
Short answer: not outright, but agents quietly dismantle the economics freemium depends on. Freemium works because a free tier converts a sl
M. Hale · Apr 13, 2026 · 12 min
Legacy SaaS Is Bolting On Agents. Is It Lipstick or a Real Transformation?
Every incumbent software vendor now ships an "AI agent." Most of them are a chat box wired to the same database, priced as an add-on, and ch
N. Adeyemi · Apr 12, 2026 · 16 min
Agents as Opex Labor, Not Software Spend: The CFO Reframe That Changes Everything
Agentic AI-as-a-Service doesn't fit cleanly into the software line on a budget, because what you're buying behaves more like contract labor
R. Devi · Apr 4, 2026 · 13 min
"We're AI-Native" Stopped Being a Differentiator. Here's the Day It Became the Floor.
For about eighteen months, calling yourself "AI-native" was a way to stand out in a pitch deck. Now it barely registers, buyers assume it t
S. Bauer · Apr 3, 2026 · 13 min
The Incumbent's Dilemma: Cannibalize Your Own Seats, or Watch Startups Do It For You
Every SaaS incumbent now faces a choice it would rather not make: ship an agent that does the work of ten paid seats and watch its own reven
R. Devi · Apr 3, 2026 · 15 min
When Your SaaS Vendor Becomes Your Agent Competitor
The vendor that hosts your data, runs your workflows, and renews your contract every year is now building an AI agent that does the work you
T. Brennan · Apr 2, 2026 · 14 min
How SaaS Valuations Are Being Rewritten for the Agent Era
Public-market and venture investors are no longer paying for SaaS the way they did in 2021. When a single agent can replace a ten-seat licen
R. Devi · Mar 29, 2026 · 13 min