A major opportunity for AI-native companies and services firms
The enterprise software industry is approaching one of its biggest commercial shifts since the rise of cloud computing. According to new research from Gartner, as much as $234 billion in enterprise application software spending could be exposed to disruption from agentic AI by 2030, fundamentally altering how software is built, priced, sold and consumed.
The research suggests that nearly 20% of enterprise application Software-as-a-Service (SaaS) spending will be affected by what Gartner describes as “agentic arbitrage”—a phenomenon where AI agents execute tasks across multiple enterprise systems without requiring users to interact with traditional software interfaces. Instead of employees logging into numerous applications and navigating dashboards, autonomous AI agents complete business processes behind the scenes, effectively making the software layer invisible.
For an industry that has long relied on charging customers on a per-user or seat-license basis, this represents a profound challenge.
“Agentic AI changes the economics of software,”...
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