The SaaS Expansion Map — Visual Guide

The SaaS — as explored in the shift from SaaS to agentic service models — Destruction Map was Chapter 1: What Dies. This is Chapter 2: What Compounds.

The same force that kills one layer of software makes another layer structurally more valuable. Every AI agent that replaces a human still needs data infrastructure — as explored in the economics of AI compute infrastructure to query, security to authenticate, observability to monitor, identity to authorize, and compliance to audit.

18 companies mapped across 5 expansion categories, driven by 4 compounding loops. Destruction is linear. Expansion is multiplicative.

FourWeekMBA · The Business Engineer · February 2026

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