The #SaaSpocalypse is a great narrative because it takes a real shift and turns
The #SaaSpocalypse is a great narrative because it takes a real shift and turns it into a clean conclusion.
Real shift: AI agents make "build" cheaper and faster, so the default "just buy Salesforce" reflex gets questioned.
Bad conclusion: therefore SaaS dies and per-seat collapses.
What gets missed is why enterprises bought SaaS in the first place.
They were not buying screens. They were buying an operating contract: upgrades, security posture, audit trails, admin controls, support, integrations that survive org churn, and a vendor to blame at 2am.
AI makes it easier to create software. It does not make it easier to run software inside a living company.
So pricing will change, but it will not cleanly flip from seats to "tokens" or "outcomes" either.
Second-order effect: the moment your bill becomes variable, finance wants governance, forecasting, chargebacks, controls. Most orgs are not instrumented for that yet. Many vendors are not either.
Near-term reality looks boring: Hybrid models. AI meters layered onto existing contracts. More value delivered, but also more scrutiny on sprawl.
The question is not "will SaaS be commoditized?" It is "who owns the new variability: the vendor, the buyer, or the business unit?"
If you cannot answer that, your pricing model is the least of your problems.