For industries like food manufacturing, Vertical SaaS solutions need to ensure their data layers (e.g., traceability, allergens, batch history, supplier certificates) are highly structured and contextualized to enable AI agents to operate safely and effectively.
๐๐๐๐ โ ๐๐จ๐๐ญ๐ฐ๐๐ซ๐ ๐๐ฌ ๐๐ง ๐๐ ๐๐ง๐ญ ๐๐ฅ๐๐ญ๐๐จ๐ซ๐ฆ ๐๐ฆ๐ณ๐ต๐ช๐ค๐ข๐ญ ๐๐ข๐ข๐ ๐ช๐ฏ๐ค๐ถ๐ฎ๐ฃ๐ฆ๐ฏ๐ต๐ด ๐ข๐ณ๐ฆ ๐ต๐ฉ๐ฆ ๐ฃ๐ฆ๐ด๐ต ๐ฑ๐ฐ๐ด๐ช๐ต๐ช๐ฐ๐ฏ๐ฆ๐ฅ ๐ต๐ฐ ๐ธ๐ช๐ฏ ๐ฃ๐บ ๐ข๐ฅ๐ข๐ฑ๐ต๐ช๐ฏ๐จ ๐ธ๐ช๐ต๐ฉ ๐๐ For 20 years, SaaS digitized workflows. ๐จโ๐ป Humans logged in. ๐ฑ๏ธ Humans clicked. โ๏ธ Humans executed. AI changes one fundamental thing: Humans no longer need to execute. Agents do. The next generation of software companies wonโt just sell seats. They will ๐๐๐๐ agents. SaaS was the system of record. SaaP becomes the system of action. For agents to actually perform work, they need: โ precise workflows to execute ๐๏ธ structured data to operate on ๐ permissions defining what theyโre allowed to do ๐ก distribution โ access to an installed user base ๐ง historical context on how decisions were made vertical SaaS ? You got it : they own *all* the ingredients the agents need to do the work ! This gives ๐๐ง๐๐ฎ๐ฆ๐๐๐ง๐ญ ๐ฏ๐๐ซ๐ญ๐ข๐๐๐ฅ ๐๐๐๐ a real right to win โ ๐ช๐ง ๐ต๐ฉ๐ฆ๐บ ๐ฆ๐ท๐ฐ๐ญ๐ท๐ฆ. In ๐๐๐๐, software empowered humans to do the work. In ๐๐๐๐, software orchestrates agents to operate. Over the next decade, leading software companies will: 1๏ธโฃ Embed autonomous agents into core workflows 2๏ธโฃ Store decision context, not just data 3๏ธโฃ Coordinate multi-agent execution 4๏ธโฃ Monetize outcomes โ not seats SaaS isnโt disappearing. ๐๐ตโ๐ด ๐ฃ๐ฆ๐ค๐ฐ๐ฎ๐ช๐ฏ๐จ ๐ช๐ฏ๐ง๐ณ๐ข๐ด๐ต๐ณ๐ถ๐ค๐ต๐ถ๐ณ๐ฆ ๐ง๐ฐ๐ณ ๐ข๐จ๐ฆ๐ฏ๐ต๐ช๐ค ๐ธ๐ฐ๐ณ๐ฌ Thatโs the shift ๐ Happy to hear your thoughts Scott Chancellor, Tom Chen, Axel Demazy, Christophe Pasquier, Christopher Parola Amaury Sepulchre, Tanguy Goretti Maxence Bruyas, Thibaud Elziere, Augustin Celier, Raphaรซl Vullierme, Florent Quinti, Matthieu Vaxelaire, Dan O'Connell, Samuel Boggio Alban Sayag, Matthieu Gombeaud, Hexa, Renan Devillieres, Damien Bon, Hendrik Isebaert