STOCK//SHORTER / TOPICS / SEAT-RECESSION
The Seat Recession.
Coverage of software vendors exposed to AI agents replacing per-seat SaaS pricing and human workflow expansion.
Daily Short briefs
The Daily Short: Report #3
Fiverr, Adobe, and Salesforce are the top three AI-disruption short-asymmetry setups for the next 90 days.
READ BRIEF →The Seat Recession: How AI Agents Break SaaS Pricing
Per-seat pricing built the $2 trillion SaaS industry. AI agents un-build it. Here's the mechanism short sellers are watching — and the metrics that show it first.
READ BRIEF →AI Disruption Reports
Daily AI Disruption Report #2
Stock Shorter reran Report #2 through the upgraded thesis-quality system and then applied institutional evidence review to the highest-ranked market-universe candidates. The broad screen scored 233 report-quality-eligible opportunities, but the public thesis set now promotes only five evidence-backed candidates with at least two independent sources, explicit disruption mechanisms, catalysts, timelines, and counterarguments. The key outcome is quality discipline: several high-ranked screen outputs were demoted or excluded, while Adobe, Salesforce, Intuit, Autodesk, and Gen Digital remain publishable AI disruption theses for founder/operator review. Research only. Not investment advice.
OPEN REPORT →Stock Shorter AI Disruption Report #1
AI disruption is splitting the software market into two baskets: companies whose legacy traffic, seat, or service economics are being compressed by AI substitution, and companies whose infrastructure or platform position converts AI adoption into revenue. This launch report is a research watchlist, not a trade instruction. The highest-conviction disruption signal is Chegg; the highest-conviction beneficiary signal is NVIDIA.
OPEN REPORT →Evergreen paths
What is the seat recession?
It is the risk that AI agents reduce the number of human software seats needed to complete a workflow, pressuring per-seat SaaS revenue.
Why does it matter for SEO and research?
It gives related posts, reports, and landing pages a shared language for the same structural software-risk theme.