Audio By Vocalize
Rise of AI agents as software purchasers creates a new kind of revenue risk that traditional financial reporting fails to capture.[File, Standard]
Public market investors are flying blind into the volatility trap of the agent economy. When a SaaS company reports 40 per cent revenue growth, there’s no way to know if that growth comes from durable customer relationships or AI agents that could disappear with the next model update.
The accounting hasn’t caught up to the reality of who’s actually buying.
In a recent article, I argued that traditional metrics like customer acquisition cost and lifetime value break down when your customers are AI agents that have no loyalty or memory.
