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CRMBEARTEAMBEARCRWDBULLPLTRBULLMIXEDCore thesis · 5/5

Generative AI threatens SaaS pricing power

Traditional enterprise SaaS vendors face margin compression and revenue headwinds as agentic AI and internal custom code lower seat counts and eliminate annual price hikes.

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CRM: Generative AI threatens SaaS pricing power · Zortix