Apr 07

Inside Big Softwares fight for its life

General News

▤ Summary

AI is forcing a rethink across enterprise SaaS as vendors like Salesforce, Microsoft, Workday, and Asana adapt to AI agents that can automate business tasks. Companies race to embed AI into platforms and reconsider seat-based pricing for consumption or outcome-based models as AI changes usage patterns and costs. Security, regulatory complexity, and reliability remain competitive advantages for established vendors, even as "vibe coding" and internal builds worry some customers and analysts. Market sentiment is mixed and software stocks have fallen, leaving the sector in a period of strategic transition and debate about long-term demand.