Back in March, I introduced you to the concept of AGaaS. Now it’s time to understand what makes it so.

Indeed, an Origin AGaaS is a company built natively, with no SaaS legacy to migrate from — it is the cohort the market is currently mispricing in both directions.
The bull case is that these companies are the structural winners of the AI paradigm shift. They started where every legacy SaaS company is now trying to arrive: outcome-priced, machine-callable, agent-operated, consumption-economic.

They compound with every additional agent deployed against them. Their growth curves are the steepest in software. They are the cohort the Defensibility Map’s “AGaaS-Native” position was named after.








