genai / news / / Business Insider
Investors worry AI could hollow out seat-based pricing, the backbone of enterprise software.
Microsoft executive Rajesh Jha proposed that AI agents may require their own software licenses.
KEY POINTS
- 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
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