麦肯锡：2025年人工智能（AI）时代下软件商业模式的升级路径研究报告（英文版）

Roughly three years since gen AI emerged as the most disruptive force in enterprise software since the dawn of software-as-a-service (SaaS), companies are racing to launch agentic use cases and embed AI in every workflow. Whereas previous shifts in the industry have involved clear technological transformations, this burgeoning era is more combinatorial; AI+SaaS adds the intelligence and automation potential of AI with the scalability and accessibility of cloudbased software. But while ma