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4 quotes from 2 episodes on Latent Space and No Priors, each with a timestamped link to the source.
Satya Nadella said AI agents force software companies to dismantle the traditional SaaS stack. The standard approach of layering a user interface over business logic and data models gives way to new structures built for agents.
Infrastructure built to deliver software to a human inbox fails when tasked with serving an AI agent.
“…what I used to serve an inbox or a mailbox cannot be used to serve an agent.”
Software developers traditionally captured workflows by building a data model, adding business logic, and placing a user interface on top. Satya Nadella noted AI agents bypass this standard vertical structure to access backend systems directly.
“…we had a particular way we captured workflow in apps right because we built a data model right we schematized some part of some business process then we built a bunch of business logic y and then we put a bunch of UI on top of it.”
From Nadella: Agents Force SaaS Unbundling, New Business Models
Satya Nadella stated software vendors packaged tools in one specific format for human users. The rise of agents introduces the challenge of separating these components and recombining them to form entirely different products.
“…the challenge of the SaaS business model is we packaged one way. We now have to learn how to unbundle these things and re-bundle in new ways and discover new business models.”
“…the value creation opportunity now in the agent world is in fact 10x more…”
From Nadella: Agents Force SaaS Unbundling, New Business Models
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