Vertical AI Agents Are Eating the SaaS Layer
Generic CRM and ERP are being bypassed by AI agents trained on one industry's workflows.
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From dashboards to doers
Horizontal SaaS shows you data; vertical agents act on it — filing claims, quoting jobs, reconciling invoices — inside one domain.
The incumbents are responding with agents of their own, but the startups already embedded in industry workflows hold the data moat.
Building incoffeed — a daily editorial on tech, AI, fintech and business. Co-founder & editor.
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