Weirdly this is something similar to what Satya Nadella said.
> Yeah, I mean, it’s a it’s a very, very, very important question, the SaaS applications, or biz apps. So let me just speak of our own dynamics. The approach at least we’re taking is, I think, the notion that business applications exist, that’s probably where they’ll all collapse, right in the agent era, because if you think about it, right, they are essentially CRUD databases with a bunch of business logic. The business logic is all going to these agents, and these agents are going to be multi repo CRUD, right? So they’re not going to discriminate between what the back end is. They’re going to update multiple databases, and all the logic will be in the AI tier, so to speak. And once the AI tier becomes the place where all the logic is, then people will start replacing the back ends, right?
> Except this is pure fantasy and AI is uniquely unreliable and error prone.
Is this perhaps why Microsoft is in a uniquely good spot to take advantage of AI for customer facing software? If customer expectation of your software is already that it's horribly unreliable and error prone, AI bringing more of the same may not really hurt...
Microsoft is one of the few mega companies that can afford to massively invest in the capital required for AI. Few people realize how expensive it is. The business model right now is to lose money but gain market. We’ve seen how that game ends up with adtech!
> Yeah, I mean, it’s a it’s a very, very, very important question, the SaaS applications, or biz apps. So let me just speak of our own dynamics. The approach at least we’re taking is, I think, the notion that business applications exist, that’s probably where they’ll all collapse, right in the agent era, because if you think about it, right, they are essentially CRUD databases with a bunch of business logic. The business logic is all going to these agents, and these agents are going to be multi repo CRUD, right? So they’re not going to discriminate between what the back end is. They’re going to update multiple databases, and all the logic will be in the AI tier, so to speak. And once the AI tier becomes the place where all the logic is, then people will start replacing the back ends, right?
https://www.windowscentral.com/microsoft/hey-why-do-i-need-e...