Microsoft CEO Satya Nadella may have just agreed with VP Rajesh Jha on the solution to software companies’ biggest fear

The rise of agentic AI has triggered a crises in the enterprise software industry. The fear goes something like this: if artificial intelligence (AI) makes every worker more productive, companies will need fewer employees. Fewer employees means fewer software licences, which in turn means the business model that has made enterprise software one of the most profitable sectors in technology begins to crack. Recently, Microsoft VP Rajesh Jha provided a business idea, which company CEO Satya Nadella seems to have agreed upon.

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