Per-seat pricing model collapsing faster than modeled — now visible across ALL industries using SaaS tools (retail, healthcare, hospitality, insurance). AI agents replacing the human users that per-seat pricing bills for. Salesforce single-digit growth, stocks down 34-40%.
The cascade: SaaS repricing lowers tech stack costs for every other industry (positive cross-effect) while destroying SaaS vendor margins. Velocity at 0.95 and resistance at 0.10 — this is the fastest-disrupting sector in the model.
A score of 1.00 = no change.
>1.00 means AI (net) boosts this industry's relative value.
<1.00 means AI (net) erodes it.
These are relative scores — how this industry's share of the economy shifts in relation to all 28 industries we track.
| Timeframe | Score | Range | In Plain English |
|---|---|---|---|
| 1 Year | 1.15 | 1.12 – 1.18 | Slight tailwind (+15%) |
| 2 Years | 1.33 | 1.27 – 1.39 | AI tailwind (+33%) |
| 3 Years | 1.79 | 1.65 – 1.93 | AI tailwind (+79%) |
| 5-year and 10-year projections are available in the Full AI Market Cascade Dashboard | |||
Each industry is scored across 8 independent research dimensions, then multiplied together:
Then cascaded through 170 cross-industry relationships. Each dimension is weighted differently at each time horizon.
9 research-grade knowledge bases built from earnings calls, patent filings, regulatory documents, and industry reports. 170 mapped cross-industry relationships. Continuously maintained and recalibrated — 6 calibration rounds to date.
Refreshed with every major development. Real deployment numbers, quarterly earnings data, regulatory shifts (EU AI Act, export controls), and macro conditions like the energy bottleneck. Not a static model — a living one.
This report uses: Base case AI development pace and Current trajectory energy trajectory. Members can adjust both and see how scores change in real time.
When AI changes these industries, it ripples into SOFTWARE - Enterprise SaaS.
| Industry | Effect | Strength | Timing |
|---|---|---|---|
|
Consumer Services
AI growth in Consumer Services creates demand or opportunities that benefit SOFTWARE - Enterprise SaaS
|
Positive | 85% | Near-term |
|
SOFTWARE - Cloud & AI Platforms
AI changes in SOFTWARE - Cloud & AI Platforms have complex, mixed effects on SOFTWARE - Enterprise SaaS
|
Mixed | 80% | Near-term |
|
PHARMA - Big Pharma
AI growth in PHARMA - Big Pharma creates demand or opportunities that benefit SOFTWARE - Enterprise SaaS
|
Positive | 80% | Medium-term |
|
Healthcare Equipment & Services
AI growth in Healthcare Equipment & Services creates demand or opportunities that benefit SOFTWARE - Enterprise SaaS
|
Positive | 75% | Medium-term |
|
Banks
AI growth in Banks creates demand or opportunities that benefit SOFTWARE - Enterprise SaaS
|
Positive | 70% | Near-term |
|
Diversified Financials
AI growth in Diversified Financials creates demand or opportunities that benefit SOFTWARE - Enterprise SaaS
|
Positive | 70% | Near-term |
|
SEMICONDUCTORS - Chip Design & Fabless
AI growth in SEMICONDUCTORS - Chip Design & Fabless creates demand or opportunities that benefit SOFTWARE - Enterprise SaaS
|
Positive | 70% | Near-term |
|
Telecommunication Services
AI growth in Telecommunication Services creates demand or opportunities that benefit SOFTWARE - Enterprise SaaS
|
Positive | 65% | Medium-term |
| ...and 6 more | |||
When AI changes SOFTWARE - Enterprise SaaS, 11 other industries feel it:
See how all 28 industries compare in our Full AI Market Cascade Dashboard