Saas Isn’t Coming Back. Something Much Bigger Is Replacing It
Crunchbase
AI is replacing the per-seat SaaS model with AI-native software that automates white-collar work, shifting focus to vertical, specialized platforms.Summary
The traditional SaaS model, which relied on predictable subscription revenue and per-seat pricing, is being disrupted by AI agents that automate workflows, rendering generic horizontal platforms obsolete. Investors are shifting focus to AI-native software that targets the $2 trillion white-collar services market, offering higher value through vertical specialization, proprietary data, and outcomes-based pricing. The future of B2B software lies in "Human-in-the-Loop" solutions that combine software with services, creating high switching costs and compounding value through deep industry expertise.
(Source：Crunchbase)