The Great Software Unbundling: From SaaS Silos to AI Agents

For the past two decades, Software as a Service (SaaS) has dominated the enterprise landscape through a simple yet powerful principle: vertical specialization. However, AI is now eating into SaaS.

Companies like Salesforce have dominated CRM, Workday has established a strong presence in HR, and HubSpot has established a strong presence in marketing automation.

This approach has created immense value by allowing businesses to adopt best-in-class solutions for specific functions.

However, the age of silos is coming to an end. What made SaaS successful—deep vertical expertise in narrow domains—is becoming its most significant weakness in an AI-driven world.

The SaaS Silo Problem

Traditional SaaS architecture forced businesses into a fragmented reality. A typical enterprise might use Salesforce for CRM, HubSpot for marketing, Workday for HR, NetSuite for finance, and Asana for project management. Each tool excelled in its domain but created fundamental problems that grew exponentially with scale.

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