Startups · Sep 30
Bain’s $100-Billion SaaS Bet: AI That Works Between Systems
The next AI software market may be the coordination layer companies already pay humans to operate.
- Look for SaaS wedges in recurring handoffs, not only in full system replacement.
- Price AI coordination tools around completed work and clear savings, not vague assistant usage.
- Watch whether vendors prove reduced cross-system labor instead of just branding features as agentic AI.