FROM THE BOOK

Monetizing Agentic AI

Chapter 9 · The Hail Mary: How to Rearchitect Your SaaS Company's Model
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This Is Not a Death. It Is a Birth.

The lost market value is real, and so is the pressure. But this is not the end of software, any more than the dotcom crash was. The companies that made it through that one went on to define the next twenty years. The same will be true here, for the companies that earn it.

Intercom proved the move works. A company that had stopped growing bet everything on an AI agent, repriced around results, and watched Fin go from one million to more than a hundred million in revenue, resolving over a million issues a week. It grew into the agent so fully that it took the agent's name. HubSpot proved you don't need a founder with total control to do it. You need the nerve to ship a rough version and improve it out in the open, until the price finally lands on the value.

What neither of them did was wait. The market isn't waiting, and neither are your customers.

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