The Great Unbundling of SaaS

Why this idea is here

What the evidence establishes.

Source-backed premise: the cited captures establish AI investment and application-layer experimentation. Editorial projection: Agent interfaces can dissolve rigid application boundaries, forcing incumbents to defend systems of record, permissions, and distribution. The sources do not prove that outcome; the observable adoption test is whether buyers complete cross-application work through agent interfaces while incumbent systems retain records and permissions.