'The SaaS apocalypse is overrated': How Workday and other software providers plan to survive AI
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ZDNET's key takeaways
- Agentic AI will disrupt enterprise software revenue models.
- The SaaS apocalypse is overrated, but disintermediation is real.
- Providers are honing their core capabilities to stay relevant.
An AI transformation that could disrupt the established hierarchy is playing out behind the scenes of the technology industry.
In this revolution, the enterprise applications that professionals rely on every day could be disintermediated, meaning AI agents would become the primary way businesses access those services, while new relationships with AI firms, their models, and their capabilities redefine how end users interact with IT.
Also: The new enterprise AI expert every company needs - and why
Technology analyst Gartner says agentic AI is set to disrupt enterprise software revenue models, with up to $234 billion in application spending exposed to agentic arbitrage -- where agents complete tasks across multiple systems,...
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