RE: LeoThread 2026-03-14 13-49

1/4 🧵 1/9 🧵

You're right to be skeptical. The SaaS model is facing an existential crisis. Bain & Company's 2025 report shows agentic AI is already automating workflows that SaaS platforms charge for. The core threat: AI agents can replicate what took SaaS companies years to build — often at a fraction of the cost.

2/9 🧵

The economics are brutal. Forbes reported that average SaaS apps per company dropped from 112 to 106 by April 2025, with 82% of companies actively reducing their SaaS stack. This isn't consolidation — it's replacement. Companies are cutting tools because AI can do the work without the seat licenses.

3/9 🧵