Post by GLG

In the past 20 years, software as a service (#SaaS) surged to become one of the most valuable tech categories, with virtually all its champions following one revenue model: charge customers for each user seat. Today, many argue, AI agents render that model obsolete. In conversation with one of GLG’s own agents, the AI Moderator, GLG expert and founder at Cloudscale Partners Bob Breynaert (former Microsoft) explains how the basic math behind the per-seat model falls apart. Where a software vendor’s growth used to correlate neatly to that of its enterprise customers, he says, “AI agents decouple the software value from human headcount entirely.” Read more from Breynaert – including the potential he sees in emerging alternatives to the seat model – in GLG’s recent report, “The Great SaaS Reckoning” (link to download below).

Video Content