---
id: "prereq-saas-economics-d72"
type: "prereq"
source_timestamps: ["§ Corporate Math"]
tags: ["software", "business-models"]
related: ["concept-saaspocalypse"]
reason: "Needed to understand exactly how AI is disrupting the enterprise software stack and threatening companies like Samsara and Cloudflare."
sources: ["futures"]
sourceVaultSlug: "hbr-seg-futures"
originDay: 2
articleStem: "hbr-foci-72-future-ai-fog"
sourceUrl: "https://hbr.org/2026/04/the-future-is-shrouded-in-an-ai-fog"
sourceTitle: "The Future Is Shrouded in an AI Fog"
---
# B2B SaaS Business Models

**Prerequisite knowledge:** SaaS unit economics — **high switching costs, low churn, fat margins, per-seat subscription fees**, and the emerging shift toward **token-consumption** pricing.

**Why it's needed:** These mechanics explain exactly how AI disrupts the enterprise software stack and threatens high-multiple incumbents like [[entity-samsara|Samsara]] and [[entity-cloudflare-d2|Cloudflare]] — the substance of [[concept-saaspocalypse]].