Matt Slotnick: nothing in 3 months invalidated the agent-layer threat to app software
matt_slotnick · x · 2026-09-09
Reacting to post-earnings 'SaaSpocalypse' fears around $BRZE and $TTAN, Matt Slotnick argues the last three months have done nothing to invalidate the existential challenge to app-layer software — which has always been the emerging agent layer, one that almost no one has a good answer for. Yet.
Related event: Investors Debate: SaaS Risk Is Not Extinction but Missing the Agent Layer(24 posts)→
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