The SaaS Value Migration Map
Disruption Assessment Tool
Answer 7 questions about any software company to map its position, disruption risk, moat strength, and recommended migration path. Includes 15 preset companies.
30+ CompaniesThe Battlefield Map
All 30+ major software companies plotted simultaneously on the 2×2 matrix. Filter by sector, hover for details. See the full competitive landscape at a glance.
InteractiveHead-to-Head Comparison
Pick any two software companies and compare them side-by-side on the map with dimension bars, moat analysis, and a written verdict on who’s better positioned.
RankedDisruption Leaderboard
37 companies ranked from most disrupted to most resilient. Sortable, filterable by sector. See who’s in the danger zone and who’s in the AI Power Zone.
The Strategic Bet Matrix
Map your AI initiatives by Cost and Reversibility. See if you’re making Safe Bets that cap upside or Full Commitments where breakthroughs happen.
ScorecardSystem of Action Readiness
Rate your organization across the 5 functions that define the new commanding height: Intent, Decomposition, Coordination, Exception Handling, Outcomes.
InteractiveThe SaaS Hourglass
Are you at the top (orchestration), middle (UI-dependent), or bottom (data) of the new software stack? The middle is getting hollowed out.
AssessmentFive Levels of Agentic Commerce
Assess where your business sits on the trust progression from automation assistance to fully anticipatory purchasing by AI agents.
The SaaS Value Migration Map
The original framework: nine business models, the AI Power Zone flywheel, and the moat architecture shift.
The Agentic Work Unit
The new economic primitive replacing the SaaS seat as the fundamental unit of software value.
The System of Action
The orchestration layer that represents the new commanding height of enterprise technology.
The Five Levels of Agentic Commerce
The delegation progression model mapping consumer trust in AI purchasing agents.
The New Software Stack
The SaaS Hourglass: value concentration at orchestration and data layers.
The Strategic Bet Matrix
Cost vs. reversibility: why the AI transition demands irreversible commitment.
AI Agents & Payment Infrastructure
Why autonomous agents require the entire payment stack to be architecturally rebuilt.
Snowflake’s AI Bet
Accidental structural alignment: why pre-existing business model mechanics determine AI-era winners.
MongoDB & Software Displacement
The paradox of strong financials coexisting with structural AI vulnerability.
Is your software company getting disrupted?
Use the interactive assessment tool to find out where you sit on the map and what to do about it.
Start the Assessment