Nvidia CEO: "every software company in the world needs to have a Claw strategy" $285B in SaaS market cap evaporated this year. now he is saying every SaaS company becomes "Agentic as a Service" Here´s what it means 🧵

the old IT model was simple software companies built tools, saved files, hired consultants to help enterprises figure out how to use them that entire layer is getting replaced

Jensen says every single SaaS company becomes "Agentic as a Service" your CRM ships agents that do the outreach. your analytics platform runs the analysis. your PM tool executes the project instead of tracking it

he compared this to three inflection points Linux showed up right when the industry needed it. then Kubernetes. then HTML gave everyone an open-source stack to build on agentic AI is that moment now

agents in corporate networks can access sensitive data, execute code, and communicate externally Jensen said "just say that out loud" Nvidia built guardrails for it. policy engines, privacy routing, network controls

per-seat pricing already dropped from 21% to 15% of SaaS companies in 12 months. hybrid pricing surged from 27% to 41% SaaS companies that ship agents first eat market share. the ones that dont become the tools people replace with agents