The Death of Per-User SaaS & The Agentic Transition

The Daily Memo

The legacy B2B software model is dead. For a decade, the entire enterprise software sector compounded by selling passive workflow tools billed on a "per-user, per-month" subscription model. However, as autonomous workflow extraction hits a tipping point this week, a massive paradigm shift is unfolding. Traditional human-in-the-loop seating is actively declining, forcing legacy monolithic platforms to furiously pivot toward consumption-based, outcome-driven architectures or face immediate multiple compressions. The platform shift isn't coming—it's here, and the winners are completely restructuring their pricing mechanisms.

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