01
NRR Has Stalled
Customers stay but don't expand. Seat growth plateaued across 85-90 public SaaS companies.
02
AI Seat Compression
AI automates 30-50% of activities. 500-seat deployments shrinking to 450.
03
Budget Reallocation
AI budgets up 100%+ YoY while IT budgets are flat. Losing to AI, not competitors.
04
Incumbent Gap
Even the biggest SaaS vendors lack monetizable AI solutions. Playing field is level.