Sources & attribution
Every figure, with its date.
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Vendor AuditRate cards
Multi-SourcingFootprint
Cost-to-ServeOperating model
Gartner: “Gartner Says $234 Billion in Enterprise Application Software Spend Is at Risk from Agentic AI”
Press release, 1 July 2026 · gartner.com
Used for the size of software spend exposed to agentic pricing, and for the view that spending reallocates rather than vanishes.
PwC: “How AI is reshaping software valuations in M&A”
24 February 2026 · pwc.com
Used for pressure on per-seat pricing, the way retention figures can mask seat decline, and the concepts of workflow gravity and proprietary context.
Brynjolfsson, Chandar & Chen: “Canaries in the Coal Mine? Six Facts about the Recent Employment Effects of Artificial Intelligence”
Stanford Digital Economy Lab, August 2026 · digitaleconomy.stanford.edu
Used for where labour substitution appears first. The authors note their findings are observational rather than proof of cause.
Benchmarkit: 2026 B2B SaaS & AI-Native Metrics Report
Covering 2022–2025 · benchmarkit.ai
Used for gross retention figures only. We chose not to use its usage-based versus seat-based comparison, because earlier editions reported that relationship the other way round.
Mandl, Mandl & Häusl: AI Exposure and Resilience framework
2026
Attribution for the practice of rating how strong the evidence is.