As we move deeper into AI transformation, there is a growing tendency to focus on the obvious productivity gains. Generative and agentic AI are clearly changing how work gets done. However, I believe the more consequential shift is not about efficiency. It is about changing how software companies fundamentally operate, how they engage customers, and how they price their offerings. In many cases, the pricing model itself will become the clearest signal that the old software business model is breaking down. At a superficial level, AI changes how software is built and maintained. Code generation, testing, and maintenance will become faster and cheaper. Productivity will rise, and the cost of developing and maintaining software should decline materially. That alone is significant, but it does not fundamentally alter how most software companies operate.

Full opinion : How agentic AI is making SaaS providers rethink their business strategy.