Nadella isn’t the only software expert sounding the alarm about the future of the SaaS market in the age of AI agents. A couple of months after his appearance on BG2, Greg Isenberg, CEO of internet portfolio company Late Checkout, laid out his predictions in a LinkedIn post, saying he predicts an AI agent revolution within the next 18 months as AI moves from co-pilot functionality to being an autonomous operator.
“The dam breaks when someone can say, ‘Analyze our Q2 performance,’ rather than clicking through Tableau, or ‘Optimize our ad campaigns,’ instead of navigating Meta’s ad manager,” he writes. “The expertise previously bundled with the software gets unbundled by agents.”
Then, within three years, software becomes increasingly invisible, Isenberg adds. “The final phase happens when the agents bypass the human interfaces altogether,” he continues. “The value proposition of SaaS, bundling software, workflow, and expertise into user-friendly interfaces unravels completely. The interfaces were designed for humans, but agents don’t need them.”
