盖雅工场董事长章新波：Agent可为SaaS投资带来「确定性保底」丨SaaS+Agent十人谈

Core Viewpoints - The rise of Agent technology is revolutionizing the SaaS industry, leading to significant changes in product forms, technical architectures, business models, and market landscapes [42] - Companies that do not adopt Agent strategies may face existential threats in the evolving SaaS landscape [61] Group 1: Agent and SaaS Integration - The traditional SaaS model is being challenged not just by Agents but by AI-native SaaS solutions [2][3] - Agents provide a "certainty guarantee" for SaaS investments, enhancing the reliability of business outcomes [3][4] - The introduction of multiple Agents can disrupt existing business processes within enterprises [5][6] Group 2: Business Model Transformation - The Agent wave is prompting a reevaluation of SaaS business models, with a shift towards performance-based payment structures [5][30] - Companies are exploring hybrid payment models that combine subscription fees with performance-based charges for AI-enhanced services [8][9] - The transition to performance-based payments is more feasible for revenue-generating products compared to cost-saving tools [9][32] Group 3: Industry Dynamics and Competitive Landscape - The SaaS industry is witnessing a reshuffling of players, with established firms needing to adapt to maintain their competitive edge [10][11] - Companies with strong brand recognition and customer loyalty in niche markets are likely to thrive in the AI era [37] - The emergence of AI Builders and customizable tools poses a potential threat to traditional SaaS providers, who may struggle to keep pace with rapid technological changes [38][39] Group 4: Strategic Considerations for SaaS Companies - SaaS firms must focus on deepening their expertise in specific domains to provide differentiated value to clients [29][30] - The integration of AI capabilities into SaaS offerings requires companies to undergo internal transformations to align with new technological paradigms [26][27] - Companies that successfully leverage their industry know-how and adapt to the Agent trend may find new growth opportunities post-2025 [41]