The company that cut 80% of its seats says you still need a CRM. It killed Notion instead.

SaaStr's July 21 post argues against the "give agents a Postgres database and let them rip" position with four failure modes: 20+ agents each reinvent business rules without shared logic, downstream billing/BI/marketing need a canonical record, humans still need pipelines and stages as an interface, and permissions plus audit trails are what contain agent mistakes. Notion got dropped entirely ("our AI agents don't care") with wikis and trackers migrating to AI-built dashboards on Salesforce and Slack. The displacement pattern isn't SaaS dying. It's system-of-record surviving and the workspace/collab layer dying first. That's a much more specific prediction and it's testable.