The Shift in Business Models with AI

The emergence of agentic AI poses potential challenges for traditional business models, particularly in software licensing. As AI capabilities advance, there is concern that the demand for per seat licenses may decline since AI could potentially perform the work of entire teams or departments. This shift suggests a transformation from a fixed pricing model to a usage-based model, where companies pay for completed tasks rather than software licenses. An example mentioned is Salesforce's AI-based call center product, which charges based on the number of calls completed, illustrating this new pricing structure and raising questions about how existing companies will adapt.