Markets
CROSS-CATEGORY: Build-Not-Buy Inflection Point — Retool Data, Microsoft Agent Store, and Pit Converge on SaaS Disintermediation
Three independent signals confirm the build-not-buy shift has crossed from theory to practice: Retool's survey shows 35% of enterprises already replaced SaaS with custom builds and multi-agent usage up 327%; Microsoft launched the Windows Agent Store with 85% developer revenue share, creating OS-level distribution for agent-built alternatives; and Pit raised $16M from a16z on the thesis that AI makes custom enterprise software cheaper than SaaS subscriptions. The common thread: when AI reduces custom software costs below SaaS subscription costs, the buy-vs-build calculus permanently inverts.
↳ Follow the thread