Agentic AI Challenges SaaS Business Models and Jobs

In recent weeks, the rise of agentic AI tools — including Anthropic’s Cowork, OpenAI’s Frontier and open-source platforms like OpenClaw — has coincided with share-price declines at major SaaS vendors such as Salesforce, ServiceNow and Oracle. These agents increasingly automate multi-step knowledge work and code generation, threatening per-seat pricing and some junior roles while forcing firms to redesign processes and governance.