Blue Ocean Opportunities in the Agent Economy

Starting from Q1 2026, AI is shifting from chat-based interfaces to a focus on Autonomous Agents, which is expected to fundamentally reshape enterprise software and the investment landscape.

The Neutralization of UI-Based Competitive Advantage The emergence of MCP (Model Context Protocol) and A2A (Agent-to-Agent) protocols neutralizes the UI layer that was the core moat of existing SaaS. As agents directly access the data layer to complete workflows without UI rendering, 'UI-centric SaaS' without proprietary data network effects will face a crisis.

5 Types Expected to Experience Structural Decline

• Ticket-routing-centric customer support platforms: As agents resolve issues end-to-end, demand for simple routing disappears.
• Legacy RPA: Script-based automation lacking reasoning capability is replaced by agentic AI.
• SDR-as-a-Service: Lead generation and qualification tasks shift to agent configuration.
• Manual ETL and data integration: The custom integration market shrinks due to standardized interfaces via MCP.
• BI dashboard builders: On-demand natural-language-based analysis becomes mainstream instead of visualization-centric dashboards.

New Blue Ocean: Agent Infrastructure In an environment where agents autonomously execute contracts and move assets, agent governance and compliance emerges as core infrastructure. Agent identity and authorization protocols, along with immutable audit trail technology that records every decision-making process, will become a high-growth sector.