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Agentic AI: $100B SaaS Market Unblocked

Agentic AI: $100B SaaS Market Unblocked

Published 2 weeks, 2 days ago
Description

Bain & Company unveils a $100B US SaaS market for agentic AI, automating enterprise workflows. Vendors capture only 4-6B, leaving 94-96% untapped. Agentic AI excels in ambiguity, interpreting across sources, coordinating actions, and adhering to policy rails. Customer support & R&D lead with 40-60% automation potential, followed by finance & HR, sales & IT, and legal. Companies like Cursor, Sierra, Harvey, and Glean are cashing in. Bain advises SaaS firms to map customer workflows, ensure data quality, build via in-house tech, buys, or partnerships, and shift pricing to outcomes over seats. The race is on, with AI natives gaining deployment data and redefining cross-system decisions.

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