Microsoft CEO’s Shocking Prediction: “Agents Will Replace ALL Software”

Key Takeaways from the Video:

• AI Agents are poised to replace traditional business applications.
• Most business applications today are essentially CRUD interfaces on top of databases, governed by business logic.
• AI Agents will increasingly absorb this business logic, and unlike traditional apps, they can operate across multiple domains and contexts.
• As AI Agents become more capable, they could begin to replace the backend entirely.
• Tools like Excel combined with Python are already displacing some of the work traditionally handled by data analysts.

A Word of Caution:

While this vision is compelling, it’s important to stay grounded. In the world of enterprise software, legacy systems and installed base are incredibly resilient.

Consider this:

• IBM began selling mainframes in 1952.
• Today, IBM still sells them.
• There are an estimated 10,000 mainframes still in active use, primarily from IBM.

Real-World Example: