RE: LeoThread 2026-03-14 13-49

2/4 🧵 The per-seat pricing model is cooked. The SaaS CFO analysis nails it: if one AI agent replaces the work of several employees, you need far fewer seats. The entire revenue model collapses. Why pay for 50 Salesforce licenses when 3 AI agents handle your CRM, outreach, and data entry?

4/9 🧵

Deloitte's 2026 predictions confirm the shift: businesses are moving from "software you use" to "agents that work for you." The value proposition flips. SaaS sells tools; AI sells outcomes. When AI can autonomously perform the task, the tool becomes irrelevant.

5/9 🧵