Investor Insight: Users Don't Want SaaS, They Want Agents That Make Money

julianweisser · x · 2026-08-08

An investor shared that a portfolio company realized people are bad at using software, so they built AI agents to operate their product for the users. This strategy is driving rapid growth for the company. This reinforces the idea that users don't actually want to use SaaS; they just want to make money or reduce costs, signaling a shift from tools to automated outcomes.

Related event: AI Agents Disrupt Traditional SaaS Logic, Investors Say(2 posts)→

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