seats
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 31, 2025 by Satya Nadella · across every show →
Everything said about seats, oldest first
Oct 31, 2025 positive
Nadella: AI agents will replace seats in enterprise software monetization
“Whereas in the enterprise, one is it's not winner take all. And two, it is going to be a lot more friendly for agentic interaction. So it's not like, for example, the per seat versus consumption. The reality is agents are the new seats.”