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The next evolution of SaaS involves selling entire, functional teams. Companies will offer 'agent swarms'—collections of specialized AIs for media buying, copywriting, etc.—that can be 'hired' to execute campaigns, fundamentally disrupting the agency and software models.
The next wave of AI isn't just about single-function tools. It's about agents that act like team members, executing complex, multi-step tasks like competitor research, ad creation, and performance analysis based on a single prompt.
Marketers who master building "agentic workflows" by orchestrating multiple AI agents will achieve the output of an entire team. This creates a 10x scale advantage over traditional marketers, making it a critical skill for survival and success in 2026.
The value in software is shifting from SaaS platforms (like CRMs) to the AI agent layer that automates work on top of them. This will turn established SaaS companies into simple data repositories, or "hooks," diminishing their stickiness and pricing power as agents can easily migrate data.
Building a single AI tool is not enough. The real value lies in becoming the 'conductor,' creating a system that orchestrates multiple specialized AI agents to complete complex workflows. Whoever owns this coordination layer owns the entire value flow.
The fundamental business model of many SaaS companies is based on per-user pricing. AI agents pose an existential threat to this model by enabling smaller teams to achieve the same output as larger ones. As companies wonder why they should pay for 100 seats when 10 people can do the work, the entire economic foundation of the SaaS industry faces a crisis.
As users increasingly rely on AI agents, traditional graphical user interfaces will become obsolete. SaaS products must evolve to offer conversational interfaces that other agents can interact with directly. The primary user will shift from a human clicking buttons to another AI sending messages.
The business model is shifting from selling software to selling outcomes. Instead of creating a tool and inviting users, create pre-trained agents that perform valuable work. Then, invite companies to a workspace where this 'team' of AI employees is ready to start delivering value immediately.
The traditional per-seat SaaS model is becoming a "tax on productivity" in an agent-driven world. As companies buy agents to do work instead of software for humans, the model shifts. Sam Altman's comment that every company is now an API company reflects this move from user-based pricing to value-based, programmatic access.
Simply adding a generative AI co-pilot is now table stakes for SaaS companies. The founder argues the next evolution is 'agentic AI' — systems that don't just provide insights but autonomously perform tasks and make decisions for the user, like qualifying and actioning a sales lead.
The future interface for SaaS products won't just be a UI for humans or a REST API for machines. It will be an 'agent harness'—a rich environment of context, documentation, and skills that enables a customer's AI agent to expertly operate the product and extract maximum value.