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Dynamic Software Interfaces Ankit Gupta Before AI, every user of a piece of software got the same interface. Coding agents are now good enough to let users become their own forward-deployed engineers. We think software companies will soon ship shared primitives with the full expectation that users will radically...

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The SaaSpocalypse narrative is starting to make less and less sense. Software companies like $PLTR, $NOW, and $CRM are getting punished because investors believe AI will replace SaaS. Jensen Huang disagrees. “Claude can write software.” That’s true. But Jensen argues that enterprises aren’t going to build their own software. They’re going to deploy AI agents that use software tools to get work done. “Agents won’t replace tools. Agents will use tools.” NVIDIA is already seeing this happen. According to Jensen, the company has deployed so many AI agents that tool usage is actually increasing. That’s the exact opposite of the SaaSpocalypse thesis.

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Software is dead?! Eragon’s Josh Sirota says that logging into a SaaS platform will soon feel like buying a CD instead of streaming your favorite song. Users just want the output now, with no more worrying about the interface. The panel debates whether this means software developers will disappear, or simply transition into software managers. Is there some level of human judgment that agents still can’t fake? Plus Anthropic now watermarks every word that Claude writes? Will this solve our AI Slop/Dead Internet problem or is it more of a nuisance? And the panel reacts to Zuckerberg’s vision for the future of AI abundance. 0:00 Guest Intros 3:30 Anthropic to watermark Claude text 5:50 Cracking down on AI Slop 10:45 Will slop-trackers push users to open source 16:21 Jason's "No Clankers" proposal 23:01 Parsing Zuckerberg's techno-utopian manifesto 39:27 The distillation double standard 44:28 "When you're behind, go open…" 51:17 Texas freezes new data centers 1:04:12 Is software dead? 1:05:39 Software managing, not engineering 1:10:24 Everyone is vibecoding cc: Will Bryk, Exa, Josh Sirota, Eragon, Kash from TaxGPT.com, TaxGPT, @jason, Lon Harris 🎥 Watch the full episode here 👇

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.@replit CEO Amjad Masad on vibe coding: "We started our company even 10 years ago before vibe coding, with the express mission of creating a billion new software developers. Now, with the rise of AI, what happened is AI turned out to be really good at coding." #AxiosAISummit

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The cost of software is going to zero. So what actually wins in 2030? Michael Watson (Ex-Citadel Head of Equities Engineering, now running Hedgineer): "The value accrual goes to companies that can offer incredible experiences." "The forward deployed engineer is the product." "The software they leave behind is going closer and closer to zero. But the FDE — that is the experience you want." "We take turnaround times from quarters down to hours." SaaS margins compress. The expertise behind the software doesn't. That's the model.
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The cost of software is going to zero. So what actually wins in 2030? Michael Watson (Ex-Citadel Head of Equities Engineering, now running Hedgineer): "The value accrual goes to companies that can offer incredible experiences." "The forward deployed engineer is the product." "The software they leave behind is going closer and closer to zero. But the FDE — that is the experience you want." "We take turnaround times from quarters down to hours." SaaS margins compress. The expertise behind the software doesn't. That's the model.

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Introducing: AI agents that ship product videos whenever you ship features. Engineering teams today are releasing product updates faster than ever before. But creating videos for every new release still takes weeks. Now, whenever you ship a feature to your software, Clueso deploys a team of AI agents to create launch videos, product demos, help tutorials, and more. Content can finally ship as quickly as code. Get access at:

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Today, Sierra is releasing Ghostwriter, our agent for building agents. With Ghostwriter, you can create an AI agent for your customer experience — one that can chat, pick up the phone, speak dozens of languages, take action on your systems of record, and be protected with industry-leading guardrails — simply by having a conversation. No clicking, no forms, no menus. Codex and Claude Code have transformed how we build software, making it possible for software engineers to orchestrate and review the work rather than doing all the work themselves. We think the same transformation will happen for all software. Rather than every enterprise app having a web app for humans and an API for automation, every software platform’s UI will be an agent that can do the work on your behalf. I recorded a demo of my building and optimizing an agent with Ghostwriter so you can see how powerful and easy it is to use. It’s completely changed the way our early adopters build agents, and it’s changed the way I think about the software industry. Let me know what you think, and, if you’re interested in trying it out at your business, please reach out directly.
10:43

Today, Sierra is releasing Ghostwriter, our agent for building agents. With Ghostwriter, you can create an AI agent for your customer experience — one that can chat, pick up the phone, speak dozens of languages, take action on your systems of record, and be protected with industry-leading guardrails — simply by having a conversation. No clicking, no forms, no menus. Codex and Claude Code have transformed how we build software, making it possible for software engineers to orchestrate and review the work rather than doing all the work themselves. We think the same transformation will happen for all software. Rather than every enterprise app having a web app for humans and an API for automation, every software platform’s UI will be an agent that can do the work on your behalf. I recorded a demo of my building and optimizing an agent with Ghostwriter so you can see how powerful and easy it is to use. It’s completely changed the way our early adopters build agents, and it’s changed the way I think about the software industry. Let me know what you think, and, if you’re interested in trying it out at your business, please reach out directly.

Bret Taylor

1,063,716 görüntüleme • 5 ay önce

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)
0:59

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

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Many software products are adding AI copilots, mostly assistants that can find answers, take actions, etc. But just like how coding is moving to autonomous agents, a similar shift will happen in-product. We've pioneered the use of long-running agents via Decagon Duet. [1/4]👇
1:04

Many software products are adding AI copilots, mostly assistants that can find answers, take actions, etc. But just like how coding is moving to autonomous agents, a similar shift will happen in-product. We've pioneered the use of long-running agents via Decagon Duet. [1/4]👇

Jesse Zhang

10,520 görüntüleme • 5 ay önce