Nadella: Traditional SaaS Apps Will Collapse into AI Agent Logic Tiers
Satya Nadella · Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod · Dec 12, 2024 · at 46:44
Microsoft CEO Satya Nadella discusses the future of enterprise software, arguing that AI agents will absorb the business logic currently embedded in traditional SaaS applications.
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“The SaaS applications, or biz apps, so let me just speak of our own dynamics thing. The approach, at least, we're taking is, I think the notion that business applications exist That's probably where they'll all collapse, right, in the agent era, because if you think about it, right, they are essentially CRUD databases with a bunch of business logic. The business logic is all going to these agents. And these agents are going to be multi-repo CRUD, right? So they're not going to discriminate between what the backend is. They're going to update multiple databases and all the logic will be in the AI tier, so to speak. And once the AI tier becomes the place where all the logic is, then people will start replacing the backends, right?”
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