AI agents break the per-seat model at the root. The pricing ladder replacing it, the failure modes of each rung, and the buyer playbook for the transition.
SaaS consolidation is a power transfer to platform vendors, not a cost story. What gets cut, what survives, and how to consolidate without losing leverage.
B2B SaaS vendors are quietly deleting embedded banking from their roadmaps. The economics never worked, and the regulators just made sure of it.
Per-seat assumed humans were the unit of value. AI agents break that. Four emerging pricing models, who wins, and what buyers should demand.
What does a buyer of SaaS actually own, and what are they renting? Software as a Service is the dominant model for enterprise software in 2026,
Deep analysis across the systems, strategies, and economics that shape modern technology.
Premium Members Get: Exclusive deep-dive research · Architecture playbooks · Executive briefings · Full archive access
