The SaaS landscape in advertising is looking less like a castle surrounded by a deep moat and more like a Florida retirement community during hurricane season—sandbags stacked high, but the water’s coming in anyway. Agentic AI is that storm surge, and it’s not asking for permission.

Rio Longacre cut right to it: “Non-agentic AI hasn’t moved the needle in a big way yet. But agentic AI—agents working together, planning, bidding, creating content, even reconciling spend—that changes the model. SaaS companies built on dashboards and reports? They’ll face a tough choice: cannibalize their own tax or get cannibalized.”

Translation: if your business model relies on renting out pretty dashboards and after-the-fact reporting, congratulations—you’re Blockbuster selling late fees while Netflix just launched streaming.