The hot take of 2026 is that “AI will kill SaaS.” It sounds dramatic, but there’s a real signal underneath the hype. Over the last decade, a huge chunk of SaaS has been thin workflow software: a database table, some forms, a few automations and dashboards. These tools sit on top of other systems of record…
In my earlier post on how AI agents might be “killing SaaS,” I argued that the real risk isn’t software disappearing—it’s value shifting away from thin UIs toward data, workflows, and domain intelligence. This same lens helps explain why so many people now feel “done” with subscriptions, even as software revenue keeps compounding. On the…
As AI agents like Claude Cowork mature, a big question hangs over enterprise software: do they erode SaaS businesses, or unlock a new layer of value on top? Investors clearly worry that an AI “middle layer” sitting between users and apps could compress pricing and even replace certain tools entirely. In the best realistic case for vendors,…
Claude Cowork is more than another chatbot; it is an “outcome‑oriented” AI agent that can plan and execute multi‑step work inside your existing folders and apps. You give it a clear goal, like “prepare a client briefing pack from this project folder,” and it figures out the sequence: organize files, extract key points, build slides…