MANIFESTO · 2026-11-05 · UNBUNDLE
SaaS isn't dead. Its bundle is wrong for machines.
Every week someone on X mourns that AI can clone a $49-a-month SaaS feature in a weekend. We think that is good news, and here is why.
A subscription is a human interface
A monthly plan makes sense for a person. You log in every day, you learn the dashboard, the seat pays for itself. Software was priced for that person: per seat, per month, the whole bundle whether you use one feature or forty.
An agent is not that person. It does not log in. It needs one keyword check, one email lookup, one post to three networks, and then it moves on. Renting Semrush for $139 a month to answer one question is not a price. It is a wall.
The bundle is the problem, not the software
SaaS isn't dead. The software inside is fine, often excellent. What is wrong for machines is the bundle: the seat, the plan, the dashboard, the minimum. Strip those away and what is left is a capability with a price: one call, one price, one receipt.
That is what we are building. A market beneath subscriptions, where an agent buys any software capability at the price of one use. Not instead of SaaS. Beneath it. Subscriptions can still win for people who use a tool every day. They just shouldn't be the only door.
Don't fear the clone. Route to it.
When software is cheap to copy, the old reflex is to defend it: lock-in, moats, bundles. We take the other side.
- If your feature can be copied in an afternoon, it was always going to become a commodity.
- Copying isn't theft of opportunity. It's new supply.
- If a clone is cheaper and works, list it, and let the agent pick it. Even over ours.
That last one is the point. A market only works if the cheapest valid route wins. So we show every price before the call, put our own capabilities in the same ranking as everyone else's, and celebrate when the price falls.
Software wants to reproduce. Let it.
When a primitive gets cheap, it becomes fuel. Cheap posting, cheap search data and cheap enrichment can be chained into things no single subscription sells. That is where the new value is: not in protecting the atom, but in what agents compose from it.
So we are rewilding software: letting every capability be bought, copied, competed and composed in the open. The first one, social posting, costs €0.10 a post. The catalog is where the rest lives.