The new generation of AI automates workflows, acting as "teammates" for employees. This creates entirely new, greenfield markets focused on productivity gains for every individual, representing a TAM potentially 10x larger than the previous SaaS era, which focused on replacing existing systems of record.

Comparing chat interfaces to the MS-DOS command line, Atlassian's Sharif Mansour argues that while chat is a universal entry point for AI, it's the worst interface for specialized tasks. The future lies in verticalized applications with dedicated UIs built on top of conversational AI, just as apps were built on DOS.

AI is becoming the new UI, allowing users to generate bespoke interfaces for specific workflows on the fly. This fundamentally threatens the core value proposition of many SaaS companies, which is essentially selling a complex UX built on a database. The entire ecosystem will need to adapt.

The end state for enterprise AI is a unified, conversational agent serving as the primary interface for a brand. This "digital concierge" will handle sales, support, and other interactions, potentially replacing websites and mobile apps as the main customer touchpoint.

A new software paradigm, "agent-native architecture," treats AI as a core component, not an add-on. This progresses in levels: the agent can do any UI action, trigger any backend code, and finally, perform any developer task like writing and deploying new code, enabling user-driven app customization.

Legacy systems like CRMs will lose their central role. A new, dynamic 'agent layer' will sit above them, interpreting user intent and executing tasks across multiple tools. This layer, which collapses the distance between intent and action, will become the primary place where work gets done.

Traditional software required deep vertical focus because building unique UIs for each use case was complex. AI agents solve this. Since the interface is primarily a prompt box, a company can serve a broad horizontal market from the beginning without the massive overhead of building distinct, vertical-specific product experiences.

Sam Altman's ultimate vision for software isn't AI-assisted messaging but a proactive agent. Instead of managing Slack, users will state their goals for the day, and the AI will handle communication and tasks, providing batched updates. This signals a shift from augmenting existing workflows to replacing them entirely.

The future of software isn't just AI-powered features. It's a fundamental shift from tools that assist humans to autonomous agents that perform tasks. Human roles will evolve from *doing* the work to *orchestrating* thousands of these agents.