The SaaS model of the last decade quietly assumed a stable relationship between headcount and economic output. More employees meant more seats. AI breaks that relationship. Read more ...

In December 2024, Microsoft CEO Satya Nadella declared on the BG2 podcast that traditional business applications would “collapse” in the agent era. “They are essentially CRUD databases with a bunch of ...

What's behind the SaaSpocalypse? It simply seems a new supreme has risen.

This model represents a departure from traditional software licensing, where a single upfront purchase gave the customer a perpetual license to the software. Instead, SaaS companies offer their ...

This shift has introduced a decoupling between portfolio size and total cost, where application growth and spend no longer move in tandem. On average, while SaaS portfolios remained virtually flat ...

With SaaS customers gaining the ability to build their own workflows or features with AI coding tools, vendors who aren’t prepared for the shift could find themselves on the wrong side of the moat, ...