"The guest argued that AI agents, rather than human users, will increasingly choose which LLMs and software vendors to use, shifting value to the agentic layer."

"The constructive case for mature SaaS companies argues that oversold players are past the bottom of the 'SaaS pocalypse' and poised for valuation mean-reversion."

"The bull case for established SaaS giants argues that growth reacceleration at companies like Atlassian and Figma proves legacy players have sufficient time and distribution to successfully integrate AI agents and defend against startup disruptors."

"The SaaS sector's recovery from its panic-driven lows is expected to bifurcate sharply between AI-beneficiary agentic platforms and legacy human-per-seat software."