AI Summary: This blog post explores the disruptive impact of autonomous AI agents on the traditional SaaS market. The author argues that agents can now perform the tasks formerly handled by specialized software subscriptions, rendering many 'wrapper' businesses obsolete.
The era of 'renting software' is being replaced by 'owning intelligence.' This post argues that as autonomous agents gain the ability to navigate any UI and interact directly with databases via APIs, the value of traditional SaaS wrappers is evaporating. Claudio explores the shift toward 'Agentic Foundations' where companies build their own custom workflows without paying for 50 different subscriptions. The post concludes with a stark warning for investors: the business model of 2015 is officially dead.
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