Gartner Puts a Number on the SaaSpocalypse: $234B in Enterprise App Spend Exposed to 'Agentic Arbitrage' by 2030
Gartner·high signal
Gartner's July 1 report says AI agents completing tasks across multiple systems will make software 'invisible' and break the link between user growth and revenue, putting roughly $234B — about 20% of enterprise SaaS spend — at risk by 2030. Analyst George Brocklehurst frames the winners as the AI-native 'agentic layer' that delivers outcomes and captures the freed budget, not the app whose UI the agent now bypasses. For builders the moat is the system of record and the workflow, not the interface.