The internet's primary user is shifting from humans to AI agents, creating a new "machine-to-machine" economy. This presents an opportunity to create agent-native versions of every major SaaS category, from payments and communication (like Notion or Slack) to memory and project management, built specifically for non-human customers.

As users increasingly rely on AI agents, traditional graphical user interfaces will become obsolete. SaaS products must evolve to offer conversational interfaces that other agents can interact with directly. The primary user will shift from a human clicking buttons to another AI sending messages.

Contrary to the "SaaS-pocalypse" theory, AI agents will become a new, high-volume user base for SaaS tools. This will drive massive growth for companies that adapt their products to be usable by both humans and AI agents simultaneously.

A major opportunity exists for SaaS built to be used within AI environments like Codex. This allows users to leverage their personal agent's deep context and shifts expensive token costs from the provider to the end-user, improving margins.

The idea that AI will kill SaaS is flawed. Instead, SaaS is evolving to integrate "agentic" capabilities. This creates a hybrid model where humans and AI agents collaborate within optimized workflows, delivering more value than either could alone. This fusion expands the market rather than destroying it.

The team describes rarely using the native user interfaces of their SaaS tools (Notion, Posthog, etc.). Instead, they orchestrate these tools through a central AI model like Codex. This indicates the primary value of modern SaaS is shifting from its UI to how effectively it can be controlled by AI agents via APIs and MCPs.

Contrary to fears of a 'SaaS apocalypse,' AI agents could make platforms more valuable. By removing human limits like learning curves and work hours, agents can use software tools 24/7 at scale. This unlocks immense, previously untapped utility, shifting value from per-seat fees to high-volume consumption revenue.

Contrary to the "SaaS-pocalypse" fear, Nvidia's CEO believes AI agents will boost the software industry. He argues agents will use existing tools like databases and calculators rather than replace them. This suggests a future of AI-driven augmentation, where agents become users of and distribution channels for specialized SaaS products.

The future interface for SaaS products won't just be a UI for humans or a REST API for machines. It will be an 'agent harness'—a rich environment of context, documentation, and skills that enables a customer's AI agent to expertly operate the product and extract maximum value.