BREAKING
Legacy SaaS Demoted to Data Stores
Data Layer vs Action Layer
Legacy SaaSData layer
Salesforce, Workday, Cornerstone
Holds data of record
Reduced to storage
AI AgentsAction layer
Newer vendors
Run logic and interfaces
Do the daily work
Agents Cut Modernization Effort
McKinsey time cut50
Centric rewrite cost cut50
Centric timeline cut80
Pressure on Per-Seat Pricing
1Per-seat subscriptions
2API-based access
3Usage or outcome billing
Skeptics Warn of Real Risks
Data Platform or Commodity Store
AI NEWS BLITZ
Big enterprises are turning established SaaS platforms into back-end data stores and handing the real work to AI agents.