Learned about “Software-Delivered Services (SDS)” and “Service-as-a-Software” — a reframing of how software companies deliver value.
The key business question Tracy Bannon raised in the comments: “How do they bill for this new thing?” When software doesn’t just enable a service but delivers it directly, the traditional SaaS billing model doesn’t quite fit.
This connects to the broader AI-native development story: as AI agents can deliver services autonomously, the line between “software product” and “service delivery” blurs entirely.
Originally posted on LinkedIn.