TL;DR: Anthropic has just released a new suite of autonomous agents that can navigate complex enterprise workflows without human intervention. This marks the beginning of the "SaaSpocalypse," where traditional seat-based pricing models for Indian SaaS giants like Zoho and Freshworks face an existential threat from AI that doesn't need a "seat."
The Vichaarak Perspective
We’ve spent the last decade celebrating the "democratization of software," which was really just a polite way of saying we made it cheap enough for every employee to have their own login. But what happens when the "employee" is a recursive loop of Python scripts running on a server in Hyderabad?
The snarky reality is that we are moving from a world of "Software as a Service" to "Service as Software." If an AI agent can manage your CRM, reconcile your books, and handle your customer support tickets, why are you paying for 500 licenses? The outlier view here is that the most successful "SaaS" companies of 2027 won't sell software at all; they’ll sell outcomes. If you’re still counting heads to calculate your MRR, you’re essentially charging for the number of horses in a world that just invented the internal combustion engine. As Harkirat (@harkirat1892) often notes, the real leverage in the next era isn't in the code you write, but in the agency you grant that code.