How German philosophy can beat the SaaSpocalypse

SaaS stocks like SAP and Salesforce are experiencing notable declines due to concerns about their ability to capitalize on AI integration.
Investors are skeptical that these companies will benefit from the introduction of AI agents in the workplace.
To compete, SaaS firms need to develop an “ontology,” a structured map of organizational data that helps AI agents understand and act on information effectively.
Ontology can transform human tasks into software spending and create a sizeable, largely untapped market for “cross workflow” agents.
SAP and Salesforce have partnerships with cutting-edge AI labs to embed AI capabilities within their existing software suites, aiming to automate integration tasks.
Despite positive indicators like Salesforce’s Agentforce platform revenue growth, SaaS companies must demonstrate that their AI initiatives drive significant revenue and growth to regain investor confidence.
The failure to develop and leverage an effective ontology could lead SaaS firms to face existential threats, akin to Heidegger’s concept of “being-towards-death.”

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