# Investors worry AI could hollow out seat-based pricing, the backbone of enterprise software.

*genai · news · 2026-04-10 · Business Insider*

## Key points

- Microsoft executive Rajesh Jha proposed that AI agents may require their own software licenses.
- Jha suggested organizations could have more AI agent 'seats' than human users in the future.
- This challenges fears that AI will shrink SaaS revenue by reducing the need for human licenses.
- Some experts argue AI agents will actually reduce total licenses, pressuring vendors to change pricing.
- The debate over whether AI agents are users or extensions could reshape enterprise software economics.

**Companies:** Microsoft, Salesforce, Workday
**Countries:** United States

[Read the full story on Business Insider](https://www.businessinsider.com/microsoft-executive-suggests-ai-agents-buy-software-licenses-seats-2026-4)

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