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AI is irrevocably changing the tech landscape, and you are going to need a new map

e27 — Apr 27, 04:20 ★★★★★

The trillion-dollar software market valuation loss is not overblown; it is the correct price once agents compress margins and displace higher-cost cognitive labour.

E27 analysis frames SaaS market restructuring as inevitable repricing, not a bubble. Agent capability removes the pricing power of traditional software vendors; legacy SaaS multiples cannot survive competition from cheaper, task-specific agent systems.

Oliver's take: Stop calling it apocalypse if you mean correction. Apocalypse is right. Established software companies did not price for agent-level competition. They will lose.

Original source

Read at e27 ↗

#SaaS #Market repricing #Agents #Enterprise

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#OpenAI #Enterprise #LLMs

Industry & Market ·

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— Apr 28, 03:09 ★★★★★

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#Agents #Meta #Acquisition #Enterprise