观点| SaaS已死, “AI智能体”当道

Group 1 - The golden age of SaaS is coming to an end, as the way enterprises purchase and use software has fundamentally changed over the past two decades [2][3][4] - SaaS has inherent limitations, including rigidity, fragmentation, and reliance on human-driven operations [3][4][5][6] Group 2 - AI Agents represent the next generation of software paradigm, characterized by their ability to perceive, plan, and act autonomously [8][9] - Unlike traditional SaaS, AI Agents offer personalized experiences as a default, dominate workflows, and transform the concept of software from "service" to "intelligent labor" [9][10][11] Group 3 - The current moment is a critical point for the emergence of AI Agents, driven by advancements in large language models, open ecosystems for development, and standardized APIs [13][14] - Tools like Copilot are changing user perceptions, leading to a belief that AI can be a true colleague rather than just an assistant [14] Group 4 - Narada AI aims to reconstruct the enterprise operating system, envisioning a future where employees interact with Agents rather than traditional software [16][17] - This approach challenges the existing "SaaS-ification" trend by fundamentally redesigning the logic of enterprise software [18] Group 5 - The statement "SaaS is going away" signifies a transcendence of outdated paradigms, with AI Agents poised to disrupt traditional SaaS companies that focus on feature accumulation and interface optimization [20][21] - The future of enterprises will center around the number of intelligent agents employed rather than the software used [21][23]