The default agent platform captures the largest share. If agents replace the application layer, whoever owns the agent captures the margin that SaaS currently holds.
SaaS incumbents that destroy their own per-seat model before competitors do. Market cap could be 4-10x in 5 years if they pivot successfully.
Key players: Salesforce Agentforce, ServiceNow, Adobe, Microsoft Copilot
10-15% → Enterprise Self-Build
The Klarna model. Companies building their own AI tools in-house. Real but narrow — shipping v1 is 2% of the work, maintenance is 98%.
Key players: Klarna, Large enterprises
The Opportunity Is Larger Than the Destruction
The survivors who pivot from per-seat to per-outcome don’t just preserve revenue — they capture the $6 trillion in white-collar services that was never software-addressable before. The market that AI destroys is worth $2 trillion. The market it opens is worth three times more.
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.
