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SaaSpocalypse
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THE DISPATCH
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FIELD REPORT
Week of Mar 10-14, 2026
Another week, another pile of evidence that the per-seat model is circling the drain. I've got 2 tickers in Critical, 10 in Elevated, and a whole lot of AI launches that'll make your SaaS portfolio sweat. Let's get into it.
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"saas built empires on human inefficiency. now ai turns those empires into ghost towns. the per-seat model isn't dying. it's already dead. most just haven't checked the pulse yet."
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@SaasyRico
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"Here's who took the biggest hits this week. ASAN and MNDY both crossed into Critical. Nobody should be surprised."
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Top Movers
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ASAN
CRITICAL
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80
+2.2
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| Shares down again on AI agent displacement fears |
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MNDY
CRITICAL
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80
+2.0
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| Weak guidance + AI headwinds persist |
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TEAM
ELEVATED
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79
+2.0
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| Rovo AI agents GA, CEO bullish but market nervous |
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CRM
ELEVATED
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68
+2.5
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| Agentforce $800M ARR but Salesforce Agentforce Contact Center launched, raising pressure on NICE |
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NICE
ELEVATED
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76
+1.8
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| Salesforce Agentforce Contact Center directly threatens contact-center incumbents |
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"Five AI launches this week that'll reshape renewal conversations by Q4. Here's the damage report."
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Key AI Events
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Google ships Gemini-in-Workspace
Can now generate/edit Docs/Sheets/Slides using context from files/email/calendar
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Salesforce launches Agentforce Contact Center
CRM-native voice + digital + AI agents
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CrowdStrike + Perplexity partnership
Falcon controls in Comet Enterprise AI Browser
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Datadog MCP Server goes GA
Feeds observability data into AI coding agents
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OpenAI GPT-5.4
Improves long-context + tool-using agents
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"Here's the part where I tell you what it all means. Spoiler: it's not great for anyone selling per-seat."
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Weekly Narrative
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"The math keeps moving. Google Gemini's Workspace integration is the kind of quiet infrastructure play that won't make headlines but will show up in renewal conversations six months from now. When your AI assistant can draft a doc from your email context, build a sheet from a brief, and generate slides from your files, the question isn't whether project management seats get cut. It's when."
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Score Distribution
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| Critical (80+) |
2 |
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| Elevated (60-79) |
10 |
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| Watch (40-59) |
10 |
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| Low (<40) |
9 |
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Sentiment
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Bullish: 16
Neutral: 12
Bearish: 3
TOP BULLISH
PLTR +0.8
CRM +0.7
INTU +0.7
TOP BEARISH
S -0.4
SSTK -0.4
ASAN -0.3
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Earnings Watch
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!
SentinelOne
(S)
reports Thu Mar 12 after close
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Filed from the front lines.
- Rico
@SaasyRico
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