At a recent conference, Microsoft executive Rajesh Jha floated a provocative idea. In a future where companies deploy fleets of AI agents, those agents may need their own identities logins, inboxes, and even seats inside software systems. If so, AI wouldn’t shrink software revenue. It could expand it.That’s a radical twist in the SaaS pricing debate rattling companies like Microsoft, Salesforce, and Workday. Investors worry AI could hollow out seat-based pricing, the backbone of enterprise software. Which brings us back to the core tension: if AI agents are just extensions of you, charging extra feels like double billing. If they’re autonomous workers, paying for them may be inevitable. willl this be a ove t shrinking AI revenue due to double pricing ?
