MNDY’s AI survival test: can its growing agent capabilities generate enough revenue to offset pressure on human seats?

Scoring SaaS Survival: The VAR-Resistance Scorecard (Pt.4) — Monday.com

43 min · 03 Oct 2026

MNDY could lose human seats and still grow revenue. Its deeper model integration could help turn customer know-how into reliable agent work. The challenge is to charge for that work and remain valuable as more employees operate through Claude.

Scoring SaaS Survival: The VAR-Resistance Scorecard (Pt.3) — Palo Alto Networks

Palo Alto is not just another SaaS name under agentic pressure. Sensors, inline enforcement, and identity keep SecOps hard to absorb — while Mythos, platform breadth, and token economics rewrite the bull and the risks. Part 3 goes deep on PANW alone.

38 min read 06 Sep 2026

46 min read 15 Aug 2026

Scoring SaaS Survival: The VAR-Resistance Scorecard (Pt.2) — Palantir, Datadog & Cloudflare

Part 1 mapped agentic disruption across SaaS with provisional scores. Part 2 deep-dives PLTR, DDOG, and NET: who owns the agent layer, who is durable plumbing agents pay for, and who is more exposed — so investors can see structural winners more clearly.

29 min read 10 Aug 2026

Scoring SaaS Survival: The VAR-Resistance Scorecard (Pt.1)

Agentic AI is forcing SaaS down one of three routes: full replacement, headless survival, or owning the agentic layer. Part 1 maps the paths and scores 22 public SaaS names on our VAR-Resistance Scorecard — only two emerge as Agentic Compounders.

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