Guillermo Rauch
@rauchg
We're helping world-class organizations like @klaviyo build agentic deployment platforms.
① Connect every agent (claude, codex, cursor…)
② Configure SSO via their IDP (Okta, Entra)
③ Now everyone can cook, securely®
What happens to SaaS once every company sets this up? I get this question a lot 😁
First, the data must come from somewhere. These apps only work if they can be infused with business data.
This is why we see the big enterprise SaaS players suddenly prioritize shipping CLIs and MCPs. Or dust off APIs they were neglecting for years.
The new 'procurement bar' will be how ergonomic your product is for *agents*, rather than humans. How easily they can navigate your ontology and work with your data.
Once that's in place, there's a long tail of SaaS applications that I suspect will never be bought again. They'll be generated. They'll be more secure, more performant, more modern, and tailored to each company's and employee's needs.