Author
Madhur Jain
Writes here on what agents do to seat-priced software, vendor by vendor.
Verify this byline: LinkedIn.
Contributing Analyst, Zan Digital. 15 pieces published, citing 97 sources. Everything under this byline is held to the published methodology.
Published work
15 pieces- 001AI Moats in 2026: Integration Depth Beats Model DepthThe top 4 AI labs sit within 25 Elo points of each other. Model quality no longer separates products. Integration depth does, and here is the evidence.
- 002Build vs Buy Just Flipped. The Procurement Case BrokeFounders are replacing tool categories with internal builds because agents made building cheap. The full cost comparison, and what the build case omits.
- 003Data Moats Are Overrated. Workflow Moats Are NotMost proprietary data can be bought or approximated. Palantir grew US commercial revenue 149% in Q2 2026 by owning the workflow, not the data corpus.
- 004Horizontal SaaS in 2026: Five Tests Before You StartGoogle folded a $20 per user AI add-on into a $2 price rise. Five tests that decide whether a horizontal SaaS company is still worth starting in 2026.
- 005Micro SaaS Economics: What One Person Can Actually RunClosed micro SaaS deals change hands at a 3.9x median profit multiple. What AI made cheaper, what it did not, and where the one-person software business stops.
- 006Point Solutions: 3 Escape Routes From the SqueezeBuyers promised consolidation. In 2026 the average SaaS portfolio shrank 0.07% while multiples fell to 3.3x revenue. Three escape routes for point solutions.
- 007SaaS Categories AI Is Erasing, and 5 Getting StrongerWe scored 15 SaaS categories on origination, write authority, liability and substitutable work. 10 are being erased, 5 get stronger, and here is why.
- 008Salesforce in the Agent Era: Platform, or Roadkill?Agentforce repriced Salesforce around consumption and autonomous agents. Whether the system of record survives when the interface stops mattering.
- 009Services-as-Software: Selling Outcomes, Not LicencesAI lets vendors deliver what used to be consulting hours as a productised service. How the margins, sales motion and liability all change, with worked pricing.
- 010The Agent Orchestration Wars: Zapier, n8n and What WonWorkflow automation is being redefined as agent orchestration, with open source challenging incumbents. How to compare them on reliability, cost and governance.
- 011ChatGPT Citations Ignore Google Rank: What They FollowNearly 90% of ChatGPT-cited pages rank 21 or worse on Google. Four measured traits separate cited pages from ignored ones, and authority is not one.
- 012Cold Email Deliverability: 5,000 Sends Is a One-Way DoorGmail and Outlook both treat 5,000 sends a day as a permanent classification. AI SDR volume pushed ordinary senders over it. What still lands in 2026.
- 013Gated Content Math: 99% of Your Leads Never CloseForrester puts inquiry-to-close at under 1%, so the gate fails 99% of the time. Here is what the form costs in AI visibility, and what replaces it.
- 014Product-Led Growth Metrics Break When Agents Sign UpNetlify hit 16,000 daily signups and 96% did not come from AI coding tools. Agents still break activation, PQL and expansion. A replacement metric set.
- 015Webinar Fatigue: What the $400M ON24 Sale SignalsON24 sold to Cvent for $400 million at 84% below its IPO price. Webinar fatigue is real, and here is where B2B demand generation budget actually moved.