This resonates strongly, especially the shift in the build vs buy calculus happening almost invisibly. What feels under-discussed is that agents are not just reducing the cost of building software — they are collapsing the coordination and abstraction costs that SaaS historically justified.
One emerging pattern I’m seeing is teams moving toward agent-orchestrated internal tooling rather than traditional “one-off” internal apps. Instead of rebuilding entire SaaS products, they compose narrow, task-specific agents that sit directly on top of their own data and workflows. This avoids both feature bloat and long-term roadmap dependency while keeping maintenance tractable. Platforms like Coldi AI, for instance, point toward this middle ground: not “replace all SaaS,” but replace the parts that are really just opinionated CRUD, dashboards, or glue code with agents that can evolve alongside the organization. That feels like the real threat surface for SaaS — not total displacement, but systematic erosion of NRR as customers internalize more of the value chain.