Work will bifurcate into two modes: delegating tasks to asynchronous agents (e.g., in Slack) and performing core work inside AI-native environments like Codex. These platforms will become the primary operating system where you run other apps, rather than AI being just a feature within apps.

Contrary to the narrative of AI startups destroying incumbents, established enterprise software companies will likely absorb and 'domesticate' AI. They will integrate AI capabilities into their existing platforms, leveraging deep customer relationships and distribution advantages to maintain their market position.

Productivity tools have survived due to high user switching costs. Agentic AI presents the first major disruptive threat by creating an abstraction layer that can access data and perform actions across any tool, making the underlying application itself far less important.

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.

The race in enterprise AI isn't just about agent capabilities, but about owning the central dashboard where employees direct agents across all applications (Salesforce, Jira, etc.). Companies like OpenAI and Microsoft are vying to become this primary interface, controlling the customer relationship and relegating other apps to the background.

As AI accelerates technological progress and shortens relevance cycles, traditional tech moats become less defensible. However, network effects—especially in complex, fragmented marketplaces—remain a powerful and durable advantage. An AI agent cannot be simply prompted to "create a network effect."

The threat of AI models replicating SaaS features is real. Superhuman's defense isn't a superior core technology but a platform strategy. The bet is that users won't build their own tools if the platform offers a powerful network effect of pre-built, integrated agents that work everywhere, creating a defensible ecosystem.

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.

SaaS products like Salesforce won't be easily ripped out. The real danger is that new AI agents will operate across all SaaS tools, becoming the primary user interface and capturing the next wave of value. This relegates existing SaaS platforms to a lower, less valuable infrastructure layer.