AI agents are starting to eat SaaS
a day ago
- #AI
- #Automation
- #SaaS
- AI agents are beginning to replace simpler SaaS tools by quickly solving tasks without needing external services.
- Demand for SaaS tools is declining as teams question renewal quotes and consider building custom solutions internally.
- Agents reduce maintenance costs by handling updates and preserving knowledge, unlike human employees who may leave.
- SaaS valuations rely on customer growth and high net revenue retention (NRR), which may decline as companies shift to internal solutions.
- High-uptime systems, network-effect platforms, and compliance-heavy industries remain safe from AI agent disruption.
- Back-office SaaS tools, especially CRUD-based or dashboard-focused ones, are most at risk of being replaced by AI agents.
- Companies with strong technical capabilities will gain a competitive edge by reducing SaaS dependency, while others may face higher costs.