Zan Digital › Topics
SaaSpocalypse
What agents do to seat-priced software, vendor by vendor.
- 00135% of Point SaaS Gets Absorbed by Agents. Start the ClockRoughly 35% of point-product SaaS is projected to be absorbed into agent ecosystems by 2030. Which categories are structurally exposed, and which are not.~35%
- 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.~35%
- 003Harvey vs Thomson Reuters: The First Real Incumbent TestHarvey reached an $11B valuation on roughly $190M ARR selling against legal research incumbents. Whether the displacement is real, or additive, on the numbers.$11B
- 004MCP: The Standards Fight That Decides the Agent StackMCP went from one company's experiment to a Linux Foundation standard with 97M monthly SDK downloads. What it settles, what it does not, and who benefits.~97M