The real AI opportunity isn't replacing SaaS

The real AI opportunity isn’t replacing SaaS.

It’s upgrading it. 🤯

SaaS isn’t dying.

It’s evolving into something more powerful.

As Jensen Huang put it recently:

The notion that the software industry is in decline and being replaced by AI is the most illogical thing in the world.

Here’s what’s actually happening.

Systems of record are becoming more valuable, not less.

AI agents have to read from somewhere.

They have to write to somewhere.

Your ERP, CRM, and core databases are the foundation.

If you own the data layer, you win.

Pricing is shifting from seats to outcomes.

IDC predicts that by 2028, roughly 70% of software vendors will refactor pricing around consumption and outcomes.

Seats matter less.

Work delivered matters more.

That’s better for buyers.

Software is starting to do work, not just document it.

We’re moving from systems of record to systems of agency.

Agentic layers that sit on top of existing infrastructure and actually execute.

Not another dashboard.

Real outcomes.

The companies winning this shift aren’t replacing core systems.

They’re making them more valuable.