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Investors are devaluing traditional SaaS models under the AI eats software thesis, anticipating that autonomous agents will bypass subscription-based workflows.

Impact: Software companies must transition to outcome-based or consumption-driven pricing to maintain valuation multiples and attract institutional capital.

— from AI Disruption: Workforce Restructuring, Compliance, and SaaS Valuation Shifts · KI-Update – ein heise-Podcast· May 11, 2026