While consumer-facing AI grabs headlines, Snap's CEO is more excited about the potential for agentic AI to transform internal business operations. He sees the biggest near-term impact in driving massive efficiencies for small and medium-sized businesses across functions like sales, bug reporting, and client management.
The evolution of 'agentic AI' extends beyond content generation to automating the connective tissue of business operations. Its future value is in initiating workflows that span departments, such as kickstarting creative briefs for marketing, creating product backlogs from feedback, and generating service tickets, streamlining operational handoffs.
According to Okta's CEO, the most valuable application for AI agents in the enterprise will be orchestrating complex processes that span multiple software silos (e.g., Salesforce, SAP, Content Management). This is a task that has historically been difficult to automate with packaged software and required human intervention, representing a massive new opportunity.
The biggest productivity unlock isn't just making customer support cheaper. It's using AI models to eliminate the need for separate human archetypes for sales (yapper) and support (listener). Companies will bundle these functions into one unified team aimed at a higher-level business goal, like improving CAC.
Traditionally, departments like sales and support were built around different human archetypes (e.g., talkers vs. listeners). AI models can adopt any persona, eliminating this constraint. This allows companies to consolidate functions like sales, support, and collections into a single, goal-oriented team focused on metrics like CAC improvement.
Unlike previous tech waves, agent adoption is a board-level imperative driven by clear operational efficiency gains. This top-down pressure forces security teams to become enablers rather than blockers, accelerating enterprise adoption beyond the consumer market, where the value proposition is less direct.
The race in enterprise AI isn't just about agent capabilities, but about owning the central dashboard where employees direct agents across all applications (Salesforce, Jira, etc.). Companies like OpenAI and Microsoft are vying to become this primary interface, controlling the customer relationship and relegating other apps to the background.
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 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.
Nadella predicts AI's enterprise adoption will be two-pronged. While executives will push top-down projects with clear ROI, the real transformation will be bottom-up. Individual employees will build their own agents to eliminate drudgery, just as lawyers adopted Word and finance teams adopted Excel, making the tools indispensable.
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.