Microsoft exec suggests AI agents will need to buy licenses, just like employees

8 hours ago

Microsoft executive Rajesh Jha suggests AI agents could become software users requiring their own paid 'seats', potentially increasing software revenue.
Nenad Milicevic argues AI agents will reduce human users, slashing licenses and pressuring vendors to adapt pricing.
Key tension lies in whether AI agents are extensions of humans (double billing risk) or autonomous workers (inevitable payment).
Debate centers on AI's impact on SaaS seat-based pricing, with Microsoft, Salesforce, and Workday at stake.
Outcome may hinge on open platforms versus proprietary models, defining software economics for the next decade.

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