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.
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.
Pulse isn't just a feature; it's a strategic move. By proactively delivering personalized updates from chats and connected apps, OpenAI is building a deep user knowledge graph. This transforms ChatGPT from a reactive tool into a proactive assistant, laying the groundwork for autonomous agents and targeted ads.
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.
Sam Altman believes incumbents who just add AI features to existing products (like search or messaging) will lose to new, AI-native products. He argues true value comes not from summarizing messages, but from creating proactive agents that fundamentally change user workflows from the ground up.
Instead of focusing on foundational models, software engineers should target the creation of AI "agents." These are automated workflows designed to handle specific, repetitive business chores within departments like customer support, sales, or HR. This is where companies see immediate value and are willing to invest.
Instead of helping users draft messages, the true evolution of communication is AI agents negotiating tasks like scheduling meetings directly with other agents. This bypasses the need for manual back-and-forth in apps like iMessage.
The next user interface paradigm is delegation, not direct manipulation. Humans will communicate with AI agents via voice, instructing them to perform complex tasks on computers. This will shift daily work from hours of clicking and typing to zero, fundamentally changing our relationship with technology.
The paradigm shift with AI agents is from "tools to click buttons in" (like CRMs) to autonomous systems that work for you in the background. This is a new form of productivity, akin to delegating tasks to a team member rather than just using a better tool yourself.
Anthropic's upcoming 'Agent Mode' for Claude moves beyond simple text prompts to a structured interface for delegating and monitoring tasks like research, analysis, and coding. This productizes common workflows, representing a major evolution from conversational AI to autonomous, goal-oriented agents, simplifying complex user needs.