Post by GLG

Until recently, SaaS growth rested on simple economics: as enterprise customers added headcount, they purchased more seats, and vendors scaled recurring revenue at low marginal cost. AI agents challenge that model. When agents complete end-to-end business workflows under governance, value shifts to trusted autonomous work done by AI, while an array of new marginal costs come into play, from inference to human escalation. It’s a key shift GLG expert David Betancourt, Ph.D., Head of AI at DB Macro Research (former Apple) has been following closely. As he explains, more and more providers are being forced to adapt to new cost-to-serve calculations as AI agents take deeper hold in workflows. Read our latest report for his and other AI experts' outlook on the road ahead.

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