The disruption operates through three distinct mechanics. Understanding which one applies to which category is the difference between a real destruction signal and a narrative-driven sell-off.
The agent becomes the product. The SaaS tool offered a probabilistic capability that a general-purpose AI agent now delivers natively. No separate software needed. The entire category collapses.
The software stays, the humans don’t. If 10 AI agents handle the workload of 100 reps, you need 10 seats, not 100. Per-seat revenue drops 70-90% for the same work output.
Agents access the backend via API/MCP, bypassing the human-facing interface entirely. Value migrates from the application layer to the data layer underneath.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
