Instead of merely 'sprinkling' AI into existing systems for marginal gains, the transformative approach is to build an AI co-pilot that anticipates and automates a user's entire workflow. This turns the individual, not the software, into the platform, fundamentally changing their operational capacity.

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.

Don't think of AI as replacing roles. Instead, envision a new organizational structure where every human employee manages a team of their own specialized AI agents. This model enhances individual capabilities without eliminating the human team, making everyone more effective.

As AI agents take over task execution, the primary role of human knowledge workers evolves. Instead of being the "doers," humans become the "architects" who design, model, and orchestrate the workflows that both human and AI teammates follow. This places a premium on systems thinking and process design skills.

As AI evolves from single-task tools to autonomous agents, the human role transforms. Instead of simply using AI, professionals will need to manage and oversee multiple AI agents, ensuring their actions are safe, ethical, and aligned with business goals, acting as a critical control layer.

While current AI tools focus on individual productivity (e.g., coding faster), the real breakthrough will come from systems that improve organizational productivity. The next wave of AI will focus on how large teams of humans and AI agents coordinate on complex projects, a fundamentally different challenge than simply making one person faster.

The durable investment opportunities in agentic AI tooling fall into three categories that will persist across model generations. These are: 1) connecting agents to data for better context, 2) orchestrating and coordinating parallel agents, and 3) providing observability and monitoring to debug inevitable failures.

The job of an individual contributor is no longer about direct execution but about allocation. ICs now act like managers, directing AI agents to perform tasks and using their judgment to prioritize, review, and integrate the output. This represents a fundamental shift in the nature of knowledge work.

The transition from AI as a productivity tool (co-pilot) to an autonomous agent integrated into team workflows represents a quantum leap in value creation. This shift from efficiency enhancement to completing material tasks independently is where massive revenue opportunities lie.