AI's Bundling Moment: The Shift from Point Solutions to Integrated Platforms

The AI software market is moving from the SaaS-era model of unbundling specialized point solutions toward bundling integrated platforms. Companies like Harvey, Glean, and ElevenLabs are expanding from single-use workflows into broad vertical solutions, driven by rapid model changes and buyer demand for trusted, long-term platforms. Foundation model companies and AI startups are repositioning as platforms rather than API providers, prioritizing breadth over specialization.