AI agents arent eating SaaS—theyre using it | Fortune
Summary
The article argues that AI agents are more likely to use existing SaaS platforms than to fully replace them, because most enterprises will avoid building bespoke ERP/CRM/HR systems. It highlights OpenAI's Frontier and Anthropic's Claude Cowork as potential top-layer orchestration threats that could reduce demand for some SaaS upgrades and agent offerings. SaaS vendors are already pivoting pricing models toward consumption- and value-based deals (eg. Salesforce AELA, ServiceNow, Microsoft Copilot) to protect seat-license revenue and margins. The piece warns investors that outcomes will vary across vendors and that uncertainty about which companies will win or lose remains high.
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