Most companies are buying AI tools. The ones pulling ahead are running agent stacks, and treating them like they treat their ERP or their warehouse, not like they treat a SaaS subscription. The gap between the two approaches is already wider than most boards realise.
Every business we talk to has tried ChatGPT, built a few Zapier automations, maybe paid for Copilot seats. None of it changed how the business actually runs. That is because tools solve tasks. Infrastructure solves operations.
A rate comparison platform built by one human operator and two agents. CTO and product, running around the clock. Four weeks to live MVP. A traditional build would still be recruiting.
I predict every SaaS app today, the way we know it, including ours, there will be an agent that will subsume the application.
Satya Nadella, CEO, Microsoft · Microsoft AI Tour, London, April 2025
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