The End of SaaS: Why Autonomous Agents Will Replace Software by 2030

The End of SaaS: Why Autonomous Agents Will Replace Software by 2030

For the past 30 years, software has defined how companies operate. ERP systems defined finance. CRM systems defined sales. Ticketing systems defined support. Vertical SaaS defined entire industries. Applications became the operating system of the enterprise. But something unusual is happening. Why are major software companies losing 20–30% of their market value in a single day after announcing AI-native competitors? Why does the market react so violently to “agent-based” announcements? Because investors are starting to understand something deeper: The value of rigid software is collapsing in the presence of adaptive intelligence. This is not a feature upgrade cycle. This is a structural shift.