Companies with 2,000 staff don’t just cut roles — they cut 2,000 software licenses too. If AI slashes headcount by 70%, how many SaaS products survive at scale?

This isn’t a minor pricing problem — it’s an existential risk to the very structure of recurring software revenue. The success of AI could unintentionally destabilise the SaaS ecosystem that underpins modern business.

In a world of fewer users, who pays the subscriptions? Food for thought — and planning.