SaaS's "Black Friday"

In February 2026, when Anthropic unexpectedly released 11 deep Agent plugins covering core scenarios such as finance, HR, DevOps, and legal, the entire SaaS industry experienced an unprecedented sense of "death's arrival." This day was dubbed the "funeral of seat-based licensing" by Wall Street — the stock prices of giants like Salesforce, ServiceNow, and HubSpot plummeted, with market capitalization evaporating at a rate even faster than model inference.
In fact, the logic behind this "lightning strike" was extremely cold and ruthless: when Agents could bypass the UI directly and automatically complete full-process tasks from onboarding approval to tax reporting in the background, the "per-head/seat-based charging" model that had sustained the industry for the past thirty years was completely stripped of its pricing power. This marked the official penetration of the AI track through the illusion of "shell applications."
Although the global AIGC market surpassed $1.2 trillion in 2025, both enterprises and individuals' bills fell into a kind of "productivity paradox." Despite explosive growth in AI applications in recent years, issues such as content credibility, high computing costs, and complex system integration remained deeply ingrained. Most projects still remained at the experimental PoC (proof of concept) stage, with extremely weak commercialization models.
The fundamental reason is that current AI applications are still just "point capabilities"; they improve tools,