For 20+ years, software ate the world. Now, AI Agents are eating software. A massive signal just came out of China that most people missed: Bairong (a publicly listed enterprise giant) started selling "AI Workers". they call it Results-as-a-Service (RaaS). 🧵 instead of buying "seats," enterprises now "hire" agents. each agent comes with a job description, KPIs, and revenue targets. if performance drops, the bill drops. if the agent improves, it earns more. Bairong runs this through "Results Cloud". it’s essentially an HR system for machines. they’ve already deployed agents across: Sales & Customer Service + Recruitment (hiring cycles cut from 30 days to 2) + Legal & Tax (handling 90% of high-frequency work) this is where the SaaS model starts to crack. Traditional SaaS: You pay upfront. You carry the risk. Agentic Era: You pay for outcomes. The vendor carries the risk. this shift is being accelerated by the collapse of build costs. I came across this post by @martinald recently that agentic coding has slashed internal build costs by ~90%. when it's this cheap to build exactly what you need, the "Buy" in "Build vs Buy" dies. IMO, Vendors who are not able to price against results will struggle. the "Seat" is dead. the "Outcome" is everything. 🤖📈