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  2. Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It
Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It

Sourcery · Dec 11, 2025

Paid founder Manny Medina discusses the death of the SaaS seat model and the rise of AI agents, sharing insights on monetization, growth, and building in London.

Validate Market Timing by 'Zeitgeist Checking' With a Single Trusted Expert

Before building or fundraising, validate if your idea aligns with current market trends by consulting one well-connected expert. This "zeitgeist check" quickly confirms if your concept is perceived as "hot or not," providing crucial early validation before investing significant resources and time.

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It thumbnail

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It

Sourcery·2 months ago

Build for an Unborn Market by Creating the 'Stripe' for an Emerging Ecosystem

When building infrastructure for a nascent technology like AI agents, your core customers may not exist yet. This strategy, similar to Stripe's early days, involves betting on the future growth of an entire ecosystem. You are selling to the customers of tomorrow by building the foundational tools they will inevitably need.

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It thumbnail

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It

Sourcery·2 months ago

Boost Engineer Agency by Assigning a 'Problem Space,' Not a Feature Roadmap

Instead of a traditional product roadmap, give engineers ownership of a broad "problem space." This high-agency model pushes them to get "forward deployed" with customers, uncover real needs, and build solutions directly. This ensures product development is tied to actual pain points and fosters a strong sense of ownership.

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It thumbnail

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It

Sourcery·2 months ago

Inefficiency Is a Foundational DNA Trait You Cannot Outgrow with Scale

Contrary to the "grow at all costs" mindset, early inefficiencies become permanently embedded in a company's culture. To build a truly scalable business, founders must bake in efficiency from day one, for example by perfecting the sales playbook themselves before hiring a single salesperson to avoid institutionalizing bad habits.

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It thumbnail

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It

Sourcery·2 months ago

Selling AI Requires a Dual CTO-CRO Sale to Bridge Tech and Monetization

Selling foundational AI isn't a standard IT sale. It requires a dual-threaded process targeting the CTO, who builds the agents, and the CRO, who must monetize them. The key is educating the CRO to shift from selling seats against IT budgets to capturing value from larger headcount and outsourced labor budgets.

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It thumbnail

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It

Sourcery·2 months ago

AI Agents' 30-40% Gross Margins Require Overhauling SaaS Monetization

Unlike high-margin SaaS, AI agents operate on thin 30-40% gross margins. This financial reality makes traditional seat-based pricing obsolete. To build a viable business, companies must create new systems to capture more revenue and manage agent costs effectively, ensuring profitability and growth from day one.

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It thumbnail

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It

Sourcery·2 months ago