Agentic AI is pushing companies to rethink traditional SaaS economics. As agents begin executing workflows, organizations are exploring outcome-driven models that resemble AI-powered BPO (Business Process Outsourcing) services rather than seat-based software platforms.
For decades, SaaS growth relied on expanding users and licenses. The more seats a company sold, the higher its perceived value.
Agentic AI introduces a different possibility, one where software doesn’t just support work, but performs it.
That shift has led to a “SaaSpocolypse.” Software as a Service companies have shed market value in the face of the rapid emergence of agentic AI. In response, Jack Dorsey, CEO of Block, laid off 40 percent of his workforce and was rewarded with a 24 percent jump in the company’s stock price.
Is that the only way forward? No, says one of our InterimExecs RED Team CIOs.





