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AI Agents Undermine Seat-Based SaaS: Microsoft and OpenAI Pivot to Services
The episode identifies a structural decoupling of software value from licensing units, driven by the rise of agentic AI platforms that automate tasks previously executed by human users within applications. This shift is evidenced by vendors realigning away from per-seat software economics toward service and outcome-based models. Companies such as Microsoft, Amazon, and OpenAI are redirecting resources into consulting and certification initiatives, responding to changing customer usage patterns and eroding profitability of traditional license models. According to Gartner, agentic AI could…
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