In December 2024, Microsoft CEO Satya Nadella appeared on the BG2 podcast and made a prediction that felt provocative and hyped. Business applications delivered as Software as a Service (SaaS) would collapse in the era of agentic AI, he said, because they are essentially CRUD databases layered on top of them. That logic would migrate to the AI tier, and the applications themselves would become irrelevant.
It sounded bold, and maybe even a bit dramatic. But almost a year later, we are witnessing that prediction playing out in real time.
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