Ben Gilbert and David Rosenthal with Bret Taylor and Clay Bavor
An AI agent may fix a customer's problem without a human operator. That shifts the business question from buying software seats to paying for work actually completed.
Ubiquitous modern infrastructure like smartphones and internet connectivity allows new generative AI products to distribute and scale much faster than previous technology waves.
AI represents a transition from scarce to plentiful intelligence, turning expertise into a commodity and forcing humans to redefine their professional identity and leverage.
Autonomous agents redefine enterprise software by performing complete jobs rather than merely serving as tools, which puts pressure on seat-based subscription models.