Software as a Service (SaaS) has become standard across most businesses, offering predictable pricing, easy deployment and scalable tools. But recent developments in AI are starting to challenge the value of some of those subscriptions.
What’s Changing
AI is shifting software from something that supports work to something that can increasingly perform it. In practical terms, that means fewer people may be needed to complete the same tasks, multiple tools may be replaced by a single AI-driven workflow, and bespoke solutions are becoming faster and cheaper to build. We’re already seeing market reactions to this shift, with companies like Atlassian, Canva and REA Group under pressure as expectations around software change.