The Value Shift from SaaS to Agentic AI Layers

PolyAI CEO tells us whats really happening with the SaaS-pocalypse: "The market is not rewarding them because the value is moving up into the agentic layer. The issue is, and I think for @salesforce, is because Agentforce has failed". @nikola_mrksic thinks: "Because they're failing to capture the higher margin, faster growing TAM of the new agentic layer, where you're basically capturing all that new revenue that used to be human labour...they're getting penalised on valuation, because future growth will not be there". "It's not that SaaS is dead, it's that sexy SaaS is no longer those guys. They're now infrastructure, they're a utility company". "They are very important companies, in the long haul does it mean they will acquire? And somehow integrate to become sexy again? Maybe".