We pulled all the quotes and comments regarding AI from the 82 publicly traded SaaS companies we follow, and then like a college kid we dumped all that data into ChatGPT and asked for a synopsis. Below are the key themes:
Positioning for Agentic. Across nearly every sector, companies are positioning themselves for the “agentic AI era,” a shift from AI as a supporting feature to AI embedded as a core driver of workflow, creativity, and decision-making. Unity emphasizes that AI is enabling not just software developers but any creator to build interactive experiences, while Figma is accelerating design and prototyping through AI-native workflows. Shopify, Klaviyo, and Twilio describe AI as integral to commerce and customer engagement, not a bolt-on; it is automating tasks, surfacing insights, and enabling real-time personalization at scale. The narrative is consistent: AI is becoming the operating system through which work is initiated, orchestrated, and completed, amplifying productivity and unlocking entirely new business outcomes.
Security is a must. A second major theme is the rise of security, governance, and control as prerequisites for AI at scale. Cloudflare, Qualys, and Workiva highlight that agentic AI expands both operational complexity and risk, necessitating robust identity management, compliance, and observability frameworks. Informatica and BlackLine emphasize structured, auditable, and transparent AI systems, ensuring models and workflows remain traceable and reliable. Enterprises are increasingly seeking platforms that integrate AI with governance, controls, and regulatory alignment, effectively building the guardrails that allow autonomous agents to operate safely in mission-critical environments.
Verticalization is better. A third insight is that vertical and industry-specific AI drives faster adoption and measurable impact. Five9’s AI platform for contact centers, Weave Communications’ AI receptionist in healthcare, and Procore’s construction-focused AI agents demonstrate that when AI understands the language, rules, and context of a domain, enterprises move rapidly from experimentation to deployment. Unity’s Vector AI in gaming, Amplitude’s AI-native analytics, and Semrush’s AI search products illustrate the same principle in digital and creative industries: domain specialization accelerates results, increases adoption, and generates clear ROI, often far beyond what horizontal tools can achieve.
Closed loop operations and workflow integration. Another consistent theme is the fusion of AI with data, automation, and workflow orchestration. ZoomInfo, Palantir, Bill.com, DigitalOcean, and Klaviyo underscore that unified, real-time data is the foundation for effective AI. By combining proprietary datasets, model intelligence, and automation, these platforms enable closed-loop operations, from predictive insights to autonomous execution, whether in marketing, finance, IT security, or operational management. Informatica’s CLAIRE GPT, Q2’s AI co-pilots, and Fice9’s integrated AI platforms all exemplify how democratized, trustworthy data pipelines empower agents to act reliably and scale impact across large organizations.
Augmenting human work. Companies are converging on the belief that agentic AI represents the next generational enterprise platform shift. From Palantir’s AIP to RingCentral’s voice-first AI agents and Atlassian’s AI-driven cloud platform, the trend is toward software that supervises and augments human work rather than merely supporting it. Snowflake, Similarweb, Shopify, and FreshWorks highlight new revenue streams, higher adoption, and accelerated product cycles fueled by AI. Enterprise software is entering a generational reset, where competitive advantage will accrue to platforms that combine data, automation, AI-native workflows, and governance into a cohesive, intelligent operating fabric.
Overall companies repeatedly describe AI as embedded in the software itself, not just layered on top. Future software will increasingly think, act, and adapt in real time, automating tasks and offering recommendations at every stage of workflow. We continue to believe that today’s software companies, especially at the Series A to E stages, are the ones absolute best positioned to take advantage.
Thank you for your readership. See more blogs and SaaS data at blossomstreetventures.com. Email the author at sammy@blossomstreetventures.com.