Investor argues the future of software is a new agent layer, not incumbent SaaS
matt_slotnick · x · 2026-10-30
Matt Slotnick restates his software bear case: comfort with legacy app-layer SaaS after March 2026 is misplaced. He argues the future of software is a new agent layer that incumbents aren't positioned to build, and that acquisition-driven "Frankenstein" architectures increasingly won't fly — you won't be able to shove that mess down users' throats like today.
Related event: Investor Predicts Traditional SaaS Collapse, Rise of Agent Layer(2 posts)→
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