For companies like $Salesforce.com(CRM)$ and $ServiceNow(NOW)$ , AI agents could become a new monetization layer rather than a direct threat. I am especially interested in whether customers are willing to pay more for AI-driven automation and whether this can translate into meaningful incremental ARR.
That said, I would not ignore the longer-term risk. If AI eventually leads to fewer seats and more outcome-based pricing, traditional SaaS models could face pressure. For now, I think the key is to watch whether AI-driven revenue growth can outpace pricing and subscription pressure.
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