Author
Madhur Jain
Writes here on what agents do to seat-priced software, vendor by vendor.
Verify this byline: LinkedIn.
Contributing Analyst, Zan Digital. 8 pieces published, citing 44 sources. Everything under this byline is held to the published methodology.
Published work
8 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.
- 006Seat Compression: When Success Destroys Your RevenuePer-seat pricing fell to roughly 15% of the SaaS market. If your product reduces headcount, it reduces your revenue. The trap, and the four ways out.
- 007The 291-App Problem: SaaS Sprawl Meets the Budget AxeThe average enterprise ran 291 SaaS apps in 2025, up from 110 in 2020. A practical rationalisation method, and why most cancellation exercises fail.
- 008The 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.