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# Episode 42 — Building the Agent Stack

00:00 Cold open: what changed this week

## Chapter 1 — The unbundling rebound (00:48)
- Horizontal SaaS is losing the compounder trade
- Vertical agents see deal context, not just doc context

## Chapter 2 — Inside the eval set (08:12)
- 3 frameworks dominate the agent eval landscape
- Open-source eval sets changed how teams ship

## Chapter 3 — Pricing the agent (24:30)
- Per-call vs per-seat: 5 founders share what actually moved

## Key quotes
> "The a…

1/ Vertical AI agents are quietly eating the SaaS stack.

For 10 years we bolted horizontal SaaS onto every workflow. The result: 14 logins per rep, 3 dashboards that disagree, and zero compounding context.

2/ The unbundling thesis was: "SaaS compounds." It didn't. Adoption curves flatten at 30% within a department and never move.

3/ The rebundling thesis — "agents compound" — flips the trade.

An agent lives in Slack. It sees the deals, the docs, the objections. After call #100 it's better th…