SaaS is being disrupted right now. The next billion-dollar companies are being built. How can you take advantage? Greg Isenberg calls it the wholesalification of SaaS. Businesses are tired of expensive subscriptions. They want low-cost, pay-per-task, or one-time-payment software. But pricing isn’t the biggest shift. The real change? Who’s buying. Y Combinator is backing AI-powered assistants built for specific industries. Instead of generic SaaS tools, AI will dominate vertical markets like: - AI tax accountants handling filings - AI medical billers automating payments Also forget B2B and forget B2C. The future is B2A—Business to AI. Y Combinator is also funding startups that sell software directly to AI agents. AI isn’t just automating tasks—it’s becoming the customer. AI agents are already: - Buying software for businesses - Negotiating contracts and payments - Booking travel and accommodations - Managing investments and trades 1. AI still has limitations. Complex decisions in healthcare, law, and finance still need humans. 2. Integration is a nightmare. AI must work across platforms while keeping data secure. 3. AI won’t replace everything. It will augment human work, not eliminate it. Software used to be built for humans. Now it’s being built for AI. - Dashboards? Replaced by APIs. - User accounts? Replaced by AI agents. - Manual processes? Replaced by automation. - If you’re in SaaS, think about how AI agents will use your product. - If you’re in business, look at where AI can streamline your operations. - If you’re an entrepreneur, this is your moment to build for the AI-driven future. #aibusiness #saas #aisaas #aidisruption

Software-as-a-Service is being disrupted right now. The next $1 billion companies are being built. How can you take advantage? Greg Eisenberg calls it the wholesale-ification of SaaS. Businesses are tired of paying expensive subscriptions. They want low-cost, pay-per-task, one-time payment, or value-based payment software. But the pricing isn't the biggest shift, it's who's buying. Greg's post is supported by Y Combinator's recent requests for startups, specifically startups developing Vertical AI Agents, and startups developing B2A, software where the customers will all be agents. Let's start with Vertical AI Agents. We're talking AI assistants built for specific industries. AI tax accountants handling filings, AI medical billers automating payments, AI phone support agents replacing call centers, or AI quality testers streamlining software releases. Sam Maltman said if he was starting a company today, this is where he'd focus on. Every industry has high-value, repetitive tasks that AI can take over. And the companies that do this, they'll be worth billions. Now let's talk about B2A, business to AI. AI isn't just automating tasks, they're becoming the customer. AI agents that will buy software for businesses, negotiate contracts and payments, booking travel and accommodations, and it's already here, managing investments and trades. This is a shift for who the software is actually being built for. But there are still limitations. Tax decisions in areas like law, finance, and healthcare still need humans. And integration is still a nightmare. For every single business, they have a wide range of software and tools that they're using. AI must work across all platforms while keeping data secure. And cost and resources still matter. While AI could lower some of these costs, you still need to think about the change management aspect and how to get people to actually use and continue using those AI processes and tools. There's still capital required to buy and maintain these AI solutions. You also have to think about regulation. Bias, transparency, and compliance will be major hurdles. Despite all these challenges, software as a service is and will be disrupted. Software was originally built for humans, but now will be built for both humans and AI. Dashboards replaced by APIs, user accounts replaced by AI agents, manual processes replaced by automations. And if companies don't adapt, it's not just they'll be left behind, it'll be that smaller or startup companies will disrupt them. So if you're in SaaS today, you've got to think about how AI agents will actually use your product. And if you're in any business, you've got to start looking where AI can streamline your operations. And if you're an entrepreneur, this is your time to build for an AI driven future. So do you think AI agents and AI in general will disrupt SaaS? And if so, how? And how will businesses adapt?