AI Is Killing SaaS, Exposing Weak Leadership, Rewriting Work, Reshaping Power, and Turning Agents Into the New Operating System of Business #148b
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McKinsey: Most software companies are building with AI — but winners are being rebuilt around it.
McKinsey says gen AI and agentic AI are not incremental add-ons — they’re a new software era that will redefine products, business models, and operations.
Leaders are shifting from seat-based licensing to outcome- and consumption-based pricing that aligns revenue with value delivered.
Truly AI-centric firms embed AI across the full value chain — from R&D through sales, support, and automation — driving massive productivity gains.
Incumbents that only “experiment at the edges” risk being leapfrogged by AI-native rivals with faster scale and tighter data-driven differentiation.
TL;DR: The software world is entering a post-SaaS age where intelligence is the core product — act now or get left behind as AI defines winners and losers.
