Is SaaS Obsolete? Microsoft CEO’s Bold Prediction on Agentic AI

Oh man, so here’s the deal. Microsoft and this massive AI thing — it’s like they’ve gone all in. Sure, Satya Nadella and AI are basically BFFs now, right? Microsoft threw billions at OpenAI ’cause why not? And now they’re like, “Hey, let’s sprinkle AI over everything we’ve got.” I guess that’s how you future-proof tech or whatever.

Anyway, so Nadella’s been chatting up a storm recently on some podcast with Bill Gurley and Brad Gerstner. Side note: Those dudes are into AI hard. And get this, Nadella’s all like, “SaaS? Pfft, they’re old news.” Seriously, he thinks these business apps are on the chopping block. We’re talking about AI agents just barging in and taking over like they own the place. No more traditional software gigs? RIP, I guess.

So, Nadella made this wild claim that AI agents will be “multi-repo CRUD.” I can barely wrap my head around that. But the gist? They’ll juggle multiple databases, no favorites involved. Imagine AI replacing everything you thought you knew about business apps. Wild, huh?

Now, there’s this video, and at first, I didn’t pay it much mind. But then Nadella throws shade at Excel. Like, why bother with it? Yet, he lights up when talking about Excel with Python — says it’s like having your own data analyst. Can you visualize AI being that smart? I mean, kind of unsettling but cool, if you ask me.

He’s hinting that someday AI might just birth Excel from scratch. Wrap your brain around that for a sec. And Microsoft’s all about their Copilot thing. It’s like their little AI buddy in Office 365, pulling the strings quietly, you see? So, yeah, the disruption train is pulling into the station, and Nadella’s the conductor. Are people gonna jump aboard and ditch their old SaaS apps? Who knows, but it sounds like a rollercoaster.

Anyway, there it is. AI, Microsoft, and a potential digital mutiny. Let’s see where this weird mix takes us.