Is the SaaS Model Dead?

Key Takeaways

Saz is dead, long live SAZ. Sort of a reach out to 16th century French, you know, hierarchy changeover and the king is dead, long live the king. I think what you're seeing is, you know, a shift, if you will, in the marketplace. Uh maybe a reconsideration of what the platform, you know, critical platform uh dynamic is and what plays what where. In particular, you know, the fear of agentics and how they maybe diminish um or or enhance depending on how you look at it the experience of the enterprise user and of the consumers, right? It's not just enterprise, you know, platforms that are that are being disrupted, but it's also the consumer side of it, too. Um, so what we're seeing is really a reconfiguration across the board across front office. How are these, you know, companies thinking about selling the products? Certainly on the user side, right, with with our user base and by the way, with us even internally, you know, as a services firm, looking at the entire, you know, uh, uh, just landscape and saying, "Hey, how do we think about all of our relationships?" And, you know, what does this technology do for us, whether it's ERP or whether it's workforce management? and certainly CRM all those are at play in terms of the number of people who will have access and what additional technologies we we might be using to enhance you know the the the the value uh extraction from the same. So it's a it's a real you know just quantum shift if you will in terms of uh the approach and the use cases that are out