I really don't think the analysis here is that credible. People aren't leaving existing SaaS for AI agentic platforms like this article implies. Switching costs are too high even outside of tech, the problem runs deeper than that.
Most of these organizations are looking for customizations that B2B SaaS struggles to provide since they have to walk a line of catering to a market segment broadly then building customization for specific clients.
I've seen a huge surge in organizations investing in small software development teams to do internal builds for things that they just aren't getting from these tools. Technology is not the value center for these companies.
I work in healthcare, so my perspective is heavily contextualized by that, but I'm seeing providers (especially specialty providers) build internal engineering teams to create ancillary systems that sit on top of their EHR. They are doing this instead of buying similar modules that might be up sold by the EHR.
Anyway, I just feel like these market trends are deeper than what this article implies.
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