SignalFire: 'Networked SaaS' Is the New AI Business Model — Ecosystems Replace Seats

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SignalFire published a framework arguing that 'Networked SaaS' — platforms connecting entire ecosystems rather than individual users — is replacing per-seat pricing as the dominant SaaS business model. Unlike traditional SaaS (sell seats) or marketplaces (connect supply/demand), Networked SaaS embeds into one stakeholder's workflow then coordinates the entire transaction flow, creating network effects that compound. Target industries: healthcare, government procurement, education, supply chain logistics. The model combines vertical SaaS depth with marketplace dynamics and AI automation, priced by business impact rather than seats or months.