Is Your SaaS About to Become Plumbing?
AI is shrinking the gap between intent and outcome. Generic SaaS gets exposed; agents replace apps. Software becomes plumbing, not a place you visit.
Agents Eat Spreadsheets First, SaaS Moats Next
Spreadsheets used to be homework before the homework. Agents skip the middleman. Generic SaaS gets squeezed first; deep moats survive.
Software Is Collapsing in Four Brutal Stages
Software is collapsing in stages: coding deskilled, SaaS thinning out, agents arriving, and apps fading once agents deliver the result directly.
From SaaS to Agents: Skip the Software Already
AI is shrinking the gap between wanting something and getting it done. SaaS made software less painful; agents skip the software and just do the chore.
Apps Become Plumbing as AI Agents Take Over
Software used to bridge intent and outcome. AI is shrinking that gap, then closing it. Apps are turning into plumbing while agents do the work.
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