The SaaS Reckoning: Why a Third of Enterprise Tools Face Obsolescence by 2030

Satya Nadella's stark warning signals a fundamental shift in enterprise software: 35% of SaaS tools will be replaced by AI agents by 2030 as the technology makes traditional dashboards and per-seat licensing models obsolete. With over $1 trillion already wiped from SaaS valuations, companies relying on basic CRUD-plus-business-logic architectures face existential risk unless they develop defensible competitive advantages like data moats or vertical expertise.