The SaaSpocalypse thesis was too simplistic. AI can replace features, but replacing enterprise software means replacing data infrastructure, permissions, compliance, workflows and years of integration. That is a far higher hurdle.
The bigger risk is not disappearance—it is pricing power. If agents dramatically increase productivity, customers may demand fewer seats and lower subscription costs.
The winners will therefore be SaaS companies that turn AI into measurable incremental revenue, not merely cheaper software. CRM, ITSM and cybersecurity incumbents have an important advantage: they already sit where enterprise data and workflows live.
The real test is simple: Does AI expand the economic value of the platform faster than it destroys the old pricing model? If yes, SaaS may be entering its next growth cycle—not its final chapter.
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