The ultimate impact of AI isn't just enhancing employee productivity via software. It's about companies transitioning from selling tools to selling outcomes. For example, an HR software provider could evolve to sell the automated work of an HR professional, handling payroll queries and benefits directly.

AI's biggest enterprise impact isn't just automation but a complete replatforming of software. It enables a central "context engine" that understands all company data and processes, then generates dynamic user interfaces on demand. This architecture will eventually make many layers of the traditional enterprise software stack obsolete.

AI is fundamentally changing SaaS interaction. Instead of users clicking buttons to take action, AI will perform the tasks. The UI will then transform into a surface where users primarily review AI-driven outcomes, get insights, and make corrections, often interacting via conversational language.

The software paradigm is shifting beyond SaaS. The new era is 'software as a worker,' where autonomous 'agentic' solutions are embedded in workflows to perform tasks, driving value beyond human-led productivity enhancements and creating new economic advantages.

AI won't just help people use applications like Excel; it will eliminate the need for them entirely. The final user interface will be a conversational agent that manages underlying data and executes complex tasks on command, making traditional software and its associated friction obsolete.

AI's enterprise role is twofold. It will be embedded as a feature within systems like Salesforce to optimize specific tasks. Concurrently, it will operate as a top-level abstraction layer, pulling data from multiple systems (Salesforce, Workday, email) to generate novel, cross-functional insights.

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.

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.