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Ebook
How AI Economics Is Disrupting the Biggest Names in Tech
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February 6, 2026
Overview
Challenges
AI is rewriting the economics of the technology industry faster than most incumbents can adapt. Traditional SaaS-era business models are collapsing under new pressures: rising infrastructure complexity, shifting accountability to vendors, and an entirely new profitability equation driven by outcomes, not adoption. Many organizations are cutting services teams to fund AI investments, assuming AI reduces service demand.
Summary
This ebook explains why AI Economics™ is the ultimate disruptor for today’s biggest technology companies. Drawing on TSIA’s latest frameworks, benchmarks, and market examples, SVP of Research George Humphrey outlines the new rules of profitability in the AI era—and why services-led organizations will dominate the next decade.
Key takeaways
Profitability now depends on owning outcomes
In AI Economics, success doesn’t come from selling software licenses. It comes from delivering measurable customer results—and being accountable for them.
The SaaS engagement model is dead, DARE is the way forward
LAER (Land, Adopt, Expand, Renew) can't sustain AI-driven customer relationships. The future belongs to DARE: Design → Activate → Realize → Evolve.
AI-native leaders are already building services-first empires
Companies like OpenAI, Palantir, Databricks, Palo Alto Networks, and ServiceNow are proving that AI value creation requires embedded, outcome-driven service delivery.
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—Tim Maguire, Field Service MGR, Emerson Automatic Solutions
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