The next generation of software may lack traditional user interfaces. Instead, they will be 'API-first' or 'agent-first,' integrating directly into existing workflows like Slack or email. Software will increasingly 'visit the user' rather than requiring the user to visit a dashboard.

The value in software is shifting from SaaS platforms (like CRMs) to the AI agent layer that automates work on top of them. This will turn established SaaS companies into simple data repositories, or "hooks," diminishing their stickiness and pricing power as agents can easily migrate data.

Power users are discovering that direct, conversational interaction with AI agents is more efficient than clicking through graphical user interfaces (GUIs). This signals a shift toward an 'app-less' world where tasks are accomplished via chat, potentially making traditional UI/UX design roles redundant for many applications.

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.

Turing's CEO claims SaaS is dead for two reasons. First, powerful foundation models drastically lower the cost of building custom software internally. Second, existing SaaS products are built for human interaction via GUIs, not for AI agents that will increasingly use APIs and tool-calling functions directly.

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.

Simply adding a generative AI co-pilot is now table stakes for SaaS companies. The founder argues the next evolution is 'agentic AI' — systems that don't just provide insights but autonomously perform tasks and make decisions for the user, like qualifying and actioning a sales lead.

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.

The hype around individuals building their own apps with AI misses the bigger picture. According to Sierra CEO Bret Taylor, the fundamental shift is from graphical interfaces to conversational agents, which will change software form factors, business models, and user interaction entirely.