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When Software Starts Spending Money Itself: Pantera Partner Explains How AI Agents Are Reshaping SaaS Business Models and Crypto Payments
Title: Software Is Evolving Into a “Customer”
Author: Paul Veradittakit, Managing Partner at Pantera Capital
Translated by: TechFlow
TechFlow Digest: Over the past four decades, enterprise computing has surged forward—but the core business logic of the software industry has remained anchored to one constant premise: software is built by humans and delivered to humans as a tool for boosting efficiency. From early boxed software to today’s booming cloud-based SaaS model, sales motions, pricing models, and procurement approval workflows for enterprise software have all been meticulously designed around how human employees make decisions and collaborate.
Yet in his latest macro analysis, Paul Veradittakit—Managing Partner at Pantera Capital, one of the world’s top crypto investment firms—argues…
Author: Paul Veradittakit, Managing Partner at Pantera Capital
Translated by: TechFlow
TechFlow Digest: Over the past four decades, enterprise computing has surged forward—but the core business logic of the software industry has remained anchored to one constant premise: software is built by humans and delivered to humans as a tool for boosting efficiency. From early boxed software to today’s booming cloud-based SaaS model, sales motions, pricing models, and procurement approval workflows for enterprise software have all been meticulously designed around how human employees make decisions and collaborate.
Yet in his latest macro analysis, Paul Veradittakit—Managing Partner at Pantera Capital, one of the world’s top crypto investment firms—argues…
