The newsletter argues that AI is not just enhancing software — it’s fundamentally transforming the software industry, work, leadership, and business power structures.

Key Takeaways

1. AI is moving beyond SaaS
Traditional SaaS (subscription software tools) is giving way to an AI-first era where intelligence itself becomes the product. Companies built around AI agents and automation will outcompete those simply adding AI features.

2. New pricing and business models are emerging
Instead of seat-based subscriptions, firms are shifting to outcome- or consumption-based pricing, tying revenue directly to measurable results delivered by AI.

3. AI-native companies will dominate
Organizations embedding AI across their entire value chain — R&D, operations, customer service, sales, and automation — will see major productivity gains and competitive advantage.

4. Leadership gaps are becoming visible
Leaders who treat AI as a side experiment risk falling behind faster-moving AI-native competitors with stronger data capabilities.

5. Agents are becoming the new operating system for business
AI agents are evolving from tools into decision-making systems that manage workflows, customers, and operations — reshaping how work gets done.

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AI Is Killing SaaS, Exposing Weak Leadership, Rewriting Work, Reshaping Power, and Turning Agents Into the New Operating System of Business #148b

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