Horizon 2 (2027–2030) is where the deployment overhang closes. Multi-agent architectures become default. Agents become the primary interface to software.
Three Dynamics Accelerate Simultaneously
Seat Compression at Scale
If ten AI agents handle the workload of one hundred people, per-seat revenue drops 70–90% for the same work output. CRM, marketing automation, dev tools, workforce management, financial planning, talent. $200–400B at risk in seat compression.
Interface Bypass
Agents access backends via API and MCP, bypassing human-facing interfaces entirely. The question becomes binary: do you own the data, or just the interface?
Pricing Model Collapses
Consumption-based (per API call), outcome-based (per resolution), generative credits. Pioneer: Intercom Fin AI Agent at $0.99/resolution vs $15/seat. Gartner: 70% of businesses will prefer usage-based pricing by end of 2026.
What Survives Horizon 2
Companies that shipped MCP servers during H1, restructured pricing to consumption or outcome-based, invested in data quality, and completed scaffolding-to-infrastructure pivot.
The pivot window is ~18–24 months from February 2026. Companies that wait until Horizon 2 to transition will be in the compression zone with no escape velocity.









