SaaS 2.0 emerges as AI agents demolish per-seat pricing models

SaaS 2.0 emerges as AI agents demolish per-seat pricing models

4h ago
Crunchbase News ARMARM Funding_ma New

The Gist

  • AI-native software is replacing generic horizontal SaaS at 3x the market size
  • Per-seat pricing collapses when AI agents handle 60-80% of workflow tasks
  • Vertical-specific AI tools with proprietary data moats now command 10-15x revenue multiples
  • January's $300B SaaS valuation wipeout signaled the irreversible shift

RevBots.ai View:

ARM-stage companies are building AI agents that perform work rather than SaaS tools that enable human workflows.

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