I did it again, another $CRM AI cut, but this time it's all about #AGENTS
This one isn't as funny and light-hearted as the last, and unfortunately, that's on purpose
Maybe not a full blown SaaSpocalypse, but what about a significant SaaS consolidation within the next 3 years? Might be easier to count the (pre-AI-native) SaaS who wouldn’t sell their biz right now vs. those who would.
1/16 the ai industry is making an unusual bet: buy compute for years, sell intelligence by the token. banks, commodity merchants, airlines, utilities and cloud providers each explain a different part of the risk.
