Top stories for week 36:
- McKinsey: 1 in 3 skip software, build with AI
- Salesforce makes Claude its default model
- Okta ships Agent SSO for agent identity
- Z.ai opens 753B model with revenue license
McKinsey's State of AI 2026 put a number on a quiet procurement shift: nearly one in three organizations decided against buying a software product this year because they worked out they could build it themselves with coding agents. In tech companies, it's four in ten. The day after, Salesforce reported $11 billion in revenue and its strongest new business growth in four years — Marc Benioff called the SaaSpocalypse narrative "nonsense" on TV and announced Claude Force, making Claude the default reasoning model across Salesforce and Slack.
Both are true. Systems of record that hold your data, permissions, and history are getting more valuable when agents arrive, not less. Interfaces sitting on top of logic you could now specify yourself are build candidates. Sort your ten largest software contracts into those two piles before the next renewal — and remember that the true cost of building isn't the engineering. It's the identity, logging, and off-boarding your vendor was quietly doing for you.