I think the current rebound of SaaS is just a short resuscitation rather than coming back to live. AI is a cancer to SaaS, CPR won't help revive it rather just a short resuscitation.
Big software companies show good numbers because there is a chemotherapy in the name of "AI agent seats". That is a temporary form of fixing a dying business.
Mathematically speaking, any business rule or process is a step function that could become a formula and at some point it could follow a pattern in the form of a BPMS like invoicing or CRM.
Let's say big cloud providers start AI agents that can build a State machine like **AWS step functions** end to end and keep maintaining it for you. You would have 1k execution for 3 cents and a database that could cost you 200 dollars. You just need a single dev to supervise the AI agent for you.
Compare this to the SaaS subscription rate of 200 dollars per seat while you need multiple seats per product.
My take is that in the long run, companies will start weighing the pros and cons of being stuck with a SaaS provider and paying tons of money to outsource the BPMS against full control over their flow on a cloud provider with an AI agent attached to it.
Any thoughts on this?