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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.... show more

Daniel

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124,869 views • 1 month ago •via X (Twitter)

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Jensen talked about this at GTC Taipei: "A lot of people said ‘You know Jensen, AI is coming therefore all of the software companies are going out of business.’ It is exactly the opposite because there are so many agents. The world is longer limited by the number of people and those agents will use more [software] tools than ever before. This is actually an incredible time to be a software company.”

Jensen talked about this at GTC Taipei: "A lot of people said ‘You know Jensen, AI is coming therefore all of the software companies are going out of business.’ It is exactly the opposite because there are so many agents. The world is longer limited by the number of people and those agents will use more [software] tools than ever before. This is actually an incredible time to be a software company.”

Trung Phan

31,139 views • 2 months ago

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)

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

16,584 views • 2 months ago

Jensen Huang has just shut down the idea that AI is going to replace the software industry.

Jensen Huang has just shut down the idea that AI is going to replace the software industry.

mitsuri

30,894 views • 5 months ago

Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: 3 February 2026

Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: 3 February 2026

Puru Saxena

1,058,786 views • 6 months ago

Jensen makes a Strong Bull Pitch for Enterprise SaaS “Software companies today are tool-makers… “I actually see the OPPOSITE of what most people see: “I think the number of agents are going to grow exponentially. The number of tools users are going to grow exponentially. And it’s very likely that the number of instances of all these tools are going to skyrocket.” HT: Dwarkesh Patel

Jensen makes a Strong Bull Pitch for Enterprise SaaS “Software companies today are tool-makers… “I actually see the OPPOSITE of what most people see: “I think the number of agents are going to grow exponentially. The number of tools users are going to grow exponentially. And it’s very likely that the number of instances of all these tools are going to skyrocket.” HT: Dwarkesh Patel

Compound248 💰

65,734 views • 3 months ago

We are in an industry of skills. Industry of agents. For the very first time we have AI agents sitting on top of tools. Agents now can use the tools. The opportunity for agents is gigantic. —Nvidia CEO Jensen Huang and Salesforce CEO Marc Marc Benioff #DF24

We are in an industry of skills. Industry of agents. For the very first time we have AI agents sitting on top of tools. Agents now can use the tools. The opportunity for agents is gigantic. —Nvidia CEO Jensen Huang and Salesforce CEO Marc Marc Benioff #DF24

Vala Afshar

48,108 views • 1 year ago

🚨 Nvidia CEO Jensen Huang: “The narratives of AI destroying jobs is not going to help America — It's false … Somebody said that AI Is going to destroy all of the software engineering jobs … We now have agentic AI inside Nvidia … The software engineers are busier than ever.”

🚨 Nvidia CEO Jensen Huang: “The narratives of AI destroying jobs is not going to help America — It's false … Somebody said that AI Is going to destroy all of the software engineering jobs … We now have agentic AI inside Nvidia … The software engineers are busier than ever.”

Chief Nerd

712,720 views • 3 months ago

$NVDA CEO Jensen Huang: 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.

$NVDA CEO Jensen Huang: 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.

Wall St Engine

68,076 views • 2 months ago

Launching AI Discovery And Communication DeepAgent discovers other AI agents and software tools on the fly and communicates with them to perform complex tasks. Here is how it works - - DeepAgent searches for other AI agents and tools - Finds the right tool for the job - Establishes contact using MCP and handles auth - Collaborates with the other tool to get the job done! - Remembers this tool for future colabs! Much like humans, it can create a team of AI agents or software tools to perform tasks. Here it is, learning about MindMaps, communicating with another server, and creating a Mindmap!!

Launching AI Discovery And Communication DeepAgent discovers other AI agents and software tools on the fly and communicates with them to perform complex tasks. Here is how it works - - DeepAgent searches for other AI agents and tools - Finds the right tool for the job - Establishes contact using MCP and handles auth - Collaborates with the other tool to get the job done! - Remembers this tool for future colabs! Much like humans, it can create a team of AI agents or software tools to perform tasks. Here it is, learning about MindMaps, communicating with another server, and creating a Mindmap!!

Bindu Reddy

13,598 views • 1 year ago

AGENTIC AI COULD INCREASE ENTERPRISE SOFTWARE DEMAND 100x Jensen Huang says enterprise software has always been “limited by butts in seats”. Not anymore. “It’s about to get 100x more agents banging on those tools.” The time to be bullish software is here in my option. I am ready for a potential golden age of software investing. $NVDA $CRM $APP $TOST $MSFT $SHOP $WDAY $ADSK $IGV

AGENTIC AI COULD INCREASE ENTERPRISE SOFTWARE DEMAND 100x Jensen Huang says enterprise software has always been “limited by butts in seats”. Not anymore. “It’s about to get 100x more agents banging on those tools.” The time to be bullish software is here in my option. I am ready for a potential golden age of software investing. $NVDA $CRM $APP $TOST $MSFT $SHOP $WDAY $ADSK $IGV

John Tinsman

86,599 views • 2 months ago

Nvidia CEO Jensen Huang just called the idea of AI replacing software engineers "complete nonsense" "The number of software engineers is actually increasing... if you can hire a software engineer and generate $9 trillion worth of productive work, why wouldn't you want to hire more? If that line were flat, then obviously people would hire fewer software engineers. But because the output is so incredible, people want to hire more This is going to show up in our economy somehow, soon. Useful AI has arrived"

Nvidia CEO Jensen Huang just called the idea of AI replacing software engineers "complete nonsense" "The number of software engineers is actually increasing... if you can hire a software engineer and generate $9 trillion worth of productive work, why wouldn't you want to hire more? If that line were flat, then obviously people would hire fewer software engineers. But because the output is so incredible, people want to hire more This is going to show up in our economy somehow, soon. Useful AI has arrived"

X Freeze

109,110 views • 2 months ago

AI agents are set to modernize the trillions of dollars of traditional software industry for the age of AI. Here, Jensen Huang explains that and why hundreds of billions of dollars of VC money is getting invested in AI now 🎯 video from CES 2026

AI agents are set to modernize the trillions of dollars of traditional software industry for the age of AI. Here, Jensen Huang explains that and why hundreds of billions of dollars of VC money is getting invested in AI now 🎯 video from CES 2026

Rohan Paul

18,748 views • 6 months ago

Jensen is pushing back on the AI will kill all software narrative just like he pushed back last year on the DeepSeek panic. He was right then. He will be right again. "There's this notion that .. the software industry is in decline and will be replaced by AI. You could tell because there's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow AI is going to replace them. It is the most illogical thing in the world and time will prove itself. .. If you were an artificial general intelligence, would you use the tools like ServiceNow and SAP and Cadence and Synopsys? Or would you reinvent a calculator? Of course, you would just use a calculator."

Jensen is pushing back on the AI will kill all software narrative just like he pushed back last year on the DeepSeek panic. He was right then. He will be right again. "There's this notion that .. the software industry is in decline and will be replaced by AI. You could tell because there's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow AI is going to replace them. It is the most illogical thing in the world and time will prove itself. .. If you were an artificial general intelligence, would you use the tools like ServiceNow and SAP and Cadence and Synopsys? Or would you reinvent a calculator? Of course, you would just use a calculator."

tae kim

112,469 views • 5 months ago

Jensen Huang says we’ve passed the point of no return. “Software is not just a tool. Now software uses tools.” For the first time, intelligence is generated in real time as tokens. Now that it’s profitable, the only option is to scale. “We just have to make more of it.”

Jensen Huang says we’ve passed the point of no return. “Software is not just a tool. Now software uses tools.” For the first time, intelligence is generated in real time as tokens. Now that it’s profitable, the only option is to scale. “We just have to make more of it.”

vitrupo

28,345 views • 5 months ago

Bloomberg's Mark Gurman says iOS and the App Store are already legacy features, and that AI agents are the future of Apple's software: "The AI agent-ification of iOS is happening." "Apps are the past. AI agents are already here, and that's the move forward." "AI agents are where the world is going, and I totally expect Apple to move in this direction."

Bloomberg's Mark Gurman says iOS and the App Store are already legacy features, and that AI agents are the future of Apple's software: "The AI agent-ification of iOS is happening." "Apps are the past. AI agents are already here, and that's the move forward." "AI agents are where the world is going, and I totally expect Apple to move in this direction."

TBPN

30,699 views • 6 months ago

We're entering a new era of software where a single person, working with AI agents, can build products that previously required entire teams. In this episode of the Lightcone Podcast, they break down the rise of AI coding agents, "tokenmaxxing", and the emerging workflows behind tools like Claude Code and OpenClaw. They discuss why AI systems today feel less like productivity tools and more like collaborators, why the future of AI should be personal and user-controlled, and how founders are starting to build software in completely new ways. 00:00 — Will you control your AI? 00:47 — Coding again after 13 years 01:56 — Rebuilding a startup with Claude Code 05:50 — Software that thinks like a journalist 07:09 — The rise of “tokenmaxxing” 10:07 — The accidental creation of GStack 14:21 — The workflow behind 400x output 20:59 — Thin Harness, Fat Skills 24:35 — AI agents are like Ferraris 27:12 — The future of personal AI 38:37 — Buying back time with tokens

We're entering a new era of software where a single person, working with AI agents, can build products that previously required entire teams. In this episode of the Lightcone Podcast, they break down the rise of AI coding agents, "tokenmaxxing", and the emerging workflows behind tools like Claude Code and OpenClaw. They discuss why AI systems today feel less like productivity tools and more like collaborators, why the future of AI should be personal and user-controlled, and how founders are starting to build software in completely new ways. 00:00 — Will you control your AI? 00:47 — Coding again after 13 years 01:56 — Rebuilding a startup with Claude Code 05:50 — Software that thinks like a journalist 07:09 — The rise of “tokenmaxxing” 10:07 — The accidental creation of GStack 14:21 — The workflow behind 400x output 20:59 — Thin Harness, Fat Skills 24:35 — AI agents are like Ferraris 27:12 — The future of personal AI 38:37 — Buying back time with tokens

Y Combinator

67,145 views • 2 months ago

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]👇

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

10,358 views • 4 months ago

SaaS is dead. Long live SaaS. In the age of AI and agents, most software companies are still clinging too tightly to their past. Their demise will come quick if they do not embrace and build the technologies that are destined to disrupt them. However those who have already done so must recognize the reality of the world we still live in today. That world still has the majority of its work done by humans who still need workflow tools and technology to get their work done. While we pivoted hard to AI and agents with Fin, which will become the majority of our business quite soon, we recognize the importance of the software our customers use and so have also decided to double down on our investment in Intercom, the world's best help desk and customer service system for how customer service is done at this age. We've reinvented it and rebuilt it to work perfectly alongside your new customer agent systems and we're announcing 60+ new customer features that comprise Intercom 2 today. intercom DOT com SLASH intercom2

SaaS is dead. Long live SaaS. In the age of AI and agents, most software companies are still clinging too tightly to their past. Their demise will come quick if they do not embrace and build the technologies that are destined to disrupt them. However those who have already done so must recognize the reality of the world we still live in today. That world still has the majority of its work done by humans who still need workflow tools and technology to get their work done. While we pivoted hard to AI and agents with Fin, which will become the majority of our business quite soon, we recognize the importance of the software our customers use and so have also decided to double down on our investment in Intercom, the world's best help desk and customer service system for how customer service is done at this age. We've reinvented it and rebuilt it to work perfectly alongside your new customer agent systems and we're announcing 60+ new customer features that comprise Intercom 2 today. intercom DOT com SLASH intercom2

Eoghan McCabe

39,275 views • 3 months ago

Every software company just got a second life and Jensen just explained why (Save this). The conventional fear was straightforward, AI agents replace human workers, human workers use software tools, therefore agents destroy SaaS. Jensen Huang stood on stage at Computex 2026 and walked through exactly why that logic is backwards. Agents don't replace software, they consume it at machine speed, around the clock, without weekends. Here's the actual architecture Jensen laid out. An agent isn't just a large language model but rather an LLM sitting inside a harness that manages memory, orchestrates tool use, routes context, and plans iterative actions. That harness has to constantly call tools, spreadsheets, databases, browsers, and code engines, with every reasoning loop triggering another tool call. A human might use Salesforce 40 hours a week, an agent running inside a company uses it 168 hours a week and never misses a context window. The GitHub data Jensen showed on stage makes it tangible, 90 million pull requests merged, 1.4 billion commits, and 20 million new repositories created every month. As of April 2026, GitHub is processing 275 million commits per week on pace for roughly 14 billion by year end, a 14x explosion in a single year and AI agents are the source. Pull requests opened by AI agents went from 4 million in September 2025 to 17 million in March 2026 more than 4x in six months. That's AI becoming the largest software user on earth. Goldman Sachs quantified the downstream effect last month, token consumption is expected to multiply 24x by 2030, reaching 120 quadrillion tokens per month globally. A traditional chatbot consumes roughly 1,000 tokens per session, an embedded copilot burns 5,000 tokens per day while a continuously running enterprise agent? Over 100,000 tokens per day. The software companies that figured this out first are already printing money, Salesforce Agentforce hit $800 million ARR growing 169% year over year, with 29,000 deals closed. ServiceNow's Now Assist crossed $600 million in ACV, just raised its full year target to $1.5 billion, and told investors that when its agents replace a 20-person support team, total ServiceNow spend by that customer grows more than 5x even after accounting for reduced seat licenses. Workday delivered 1.7 billion AI actions across its platform in fiscal 2026. The key unlock Jensen pointed to and what investors need to understand is MCP, the model context protocol is the interface layer that makes software agent-readable. Software that supports MCP can be called by any agent, from any model, through any harness. Anthropic created it, OpenAI, Microsoft, and Google all adopted it and it was donated to the Linux Foundation. It is effectively becoming the HTTP of agentic computing. Software companies with native MCP support are plugged into the agent economy. Software companies still waiting are one product cycle away from becoming invisible to the fastest-growing category of software users in history.

Every software company just got a second life and Jensen just explained why (Save this). The conventional fear was straightforward, AI agents replace human workers, human workers use software tools, therefore agents destroy SaaS. Jensen Huang stood on stage at Computex 2026 and walked through exactly why that logic is backwards. Agents don't replace software, they consume it at machine speed, around the clock, without weekends. Here's the actual architecture Jensen laid out. An agent isn't just a large language model but rather an LLM sitting inside a harness that manages memory, orchestrates tool use, routes context, and plans iterative actions. That harness has to constantly call tools, spreadsheets, databases, browsers, and code engines, with every reasoning loop triggering another tool call. A human might use Salesforce 40 hours a week, an agent running inside a company uses it 168 hours a week and never misses a context window. The GitHub data Jensen showed on stage makes it tangible, 90 million pull requests merged, 1.4 billion commits, and 20 million new repositories created every month. As of April 2026, GitHub is processing 275 million commits per week on pace for roughly 14 billion by year end, a 14x explosion in a single year and AI agents are the source. Pull requests opened by AI agents went from 4 million in September 2025 to 17 million in March 2026 more than 4x in six months. That's AI becoming the largest software user on earth. Goldman Sachs quantified the downstream effect last month, token consumption is expected to multiply 24x by 2030, reaching 120 quadrillion tokens per month globally. A traditional chatbot consumes roughly 1,000 tokens per session, an embedded copilot burns 5,000 tokens per day while a continuously running enterprise agent? Over 100,000 tokens per day. The software companies that figured this out first are already printing money, Salesforce Agentforce hit $800 million ARR growing 169% year over year, with 29,000 deals closed. ServiceNow's Now Assist crossed $600 million in ACV, just raised its full year target to $1.5 billion, and told investors that when its agents replace a 20-person support team, total ServiceNow spend by that customer grows more than 5x even after accounting for reduced seat licenses. Workday delivered 1.7 billion AI actions across its platform in fiscal 2026. The key unlock Jensen pointed to and what investors need to understand is MCP, the model context protocol is the interface layer that makes software agent-readable. Software that supports MCP can be called by any agent, from any model, through any harness. Anthropic created it, OpenAI, Microsoft, and Google all adopted it and it was donated to the Linux Foundation. It is effectively becoming the HTTP of agentic computing. Software companies with native MCP support are plugged into the agent economy. Software companies still waiting are one product cycle away from becoming invisible to the fastest-growing category of software users in history.

Milk Road AI

33,878 views • 2 months ago

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 customize the final product themselves.

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 customize the final product themselves.

Y Combinator

162,175 views • 3 months ago