Markets
SaaSpocalypse Disruption Quadrant Maps SaaS into Four Fates — 'Walking Dead' Category Includes Grammarly, Calendly, and Generic BI
Thomas Look's CloseLook report introduces a disruption quadrant scoring SaaS companies on data gravity and replaceability. 'Fortress' platforms (Salesforce, Palantir, ServiceNow) strengthen as agent infrastructure. 'Walking Dead' companies — Grammarly, Calendly, standalone email marketing — face terminal decline as agents replicate core functions natively. The most actionable insight: project management tools (Atlassian, Asana, Monday.com) sit in the 'At Risk' quadrant with 2-4 years of enterprise inertia before contract renewals expose them.
Source
↳ Follow the thread