Which SaaS survives the agentic shift?

This scorecard ranks public SaaS companies on structural resistance to agentic AI. Every company resolves to one of three routes: full internal replacement, headless survival, or owning the agentic layer. Each factor is scored 1–5; half-points are real. Pillar weights: A ~40% · B ~35% · C ~25%. D1–D2 are a cybersecurity appendix, filled only for PANW and CRWD.

How to read this

Gold row marker = deeper dive — Palantir, Datadog, Cloudflare, Palo Alto Networks.
D1 / D2 apply only to cybersecurity names (PANW, CRWD). Other names show an em dash, not zero.
Half-points are real scores.
Buckets: Agentic Compounders · Outcome-Levered Plumbing · Contested Optionality · Toll Roads · Melting Ice Cubes.
Click any row for the full factor breakdown. Click column headers to sort. Factor criteria — names, core questions, and the 1–5 scoring rungs — are listed below the heatmap.

Buckets at a glance

The 23-name heatmap

Scores 1 (weak) → 5 (strong). Cell shading interpolates across half-points. Hover a column header for the factor name; full scoring rungs are in Factor criteria below.

Factor criteria

Every factor is scored 1–5 (half-points allowed). Higher is stronger resistance or better agentic positioning. Pillar weights: A structural ~40% · B adaptive ~35% · C valuation ~25%. D1–D2 are a cybersecurity appendix.