Two speakers dissect a Goldman Sachs study predicting AI agents will capture a $50 billion market by 2030 while SaaS shrinks to $20 billion. They're skeptical, calling the forecast "bullshit," and point to HubSpot founder Dharmesh's recent agent moves as evidence the shift is already messy and unclear.
Ooh, did you see this graph? So this is a study from Goldman Sachs. So this shows the illustrative shift in total addressable market, TAM, for software as a service, SaaS, and agents over time. So you see in 2025 over here, then it goes to 2026. Okay, 2025, you have SaaS TAM and agent TAM is relatively the same at $30 billion. Okay, then you go to 2026, kind of the same. And then you go to 2027 and then agents start to move higher while SaaS starts to go downwards, right? You go all the way to 2030 where the agent TAM is $50 billion, SaaS TAM is down to $20 billion.
This is just so confusing because most of the SaaS companies I know— I think it just becomes Yeah, have agents and are creating agents for the customers.
I'm like, this is Goldman Sachs, they're just creating a bunch of bullshit. Yeah, so that's exactly what I was going to say, right? Like, wait, this doesn't just disappear, it kind of just becomes this.
Yeah, HubSpot's been big on agents. Didn't Dharmesh buy that agent web domain?
He bought a lot of, you know, he started an OpenClaw site this week too. Remember how I've been talking about OpenClaw and ClaudeBot? Yeah, he started that too. So what we've been saying earlier is that a lot of this stuff is going to shift towards outcomes. Like even SEO software, this is going to shift towards outcomes because people ultimately don't want to do things. If you want more insights like this on AI, marketing, and business, follow to learn more. More.
