Overview
- Microsoft executive Rajesh Jha said AI agents will need their own software licenses, countering worries that job cuts would shrink software spending.
- Jha described agents as user-like actors inside business tools with their own logins, inboxes, and identities that can be billed.
- He offered a simple math example: a company with 20 employees today could cut to 10 people and add 40 agents yet still pay for 50 seats.
- AlixPartners partner Nenad Milicevic argued that fewer humans touching software will give buyers leverage to push down prices and favor open platforms.
- The stakes are high because most enterprise apps charge per user seat, so how vendors count and price agents will decide whether revenues fall or grow.