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SN

Satya Nadella

05/22/25

@ Matthew Berman

The application layer is collapsing into agents, which will require vertical SaaS companies to adapt to this new structure.

Video

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Microsoft CEO Satya Nadella on the Future of AI

@ Matthew Berman

Microsoft CEO Satya Nadella on the Future of AI

05/22/25

Related Takeaways

SN

Satya Nadella

05/22/25

@ Matthew Berman

SaaS companies must radically change to participate in the new orchestration layer of the agentic web, which will involve multiple backends.

JF

Jared Friedman

11/23/24

@ Y Combinator

I believe vertical AI agents will lead to the creation of companies worth over $300 billion, similar to the early SaaS boom.

YC

Y Combinator Cast

11/23/24

@ Y Combinator

We're in the early stages of vertical AI agents, which could lead to the emergence of $300 billion companies in this space, rather than a single trillion-dollar SaaS company.

SP

Sundar Pichai

05/27/25

@ The Verge

The web is evolving into a series of databases, and businesses must adapt to how agents interact with their services.

YC

Y Combinator Cast

11/23/24

@ Y Combinator

In vertical SaaS, the most promising opportunities lie in automating mundane, repetitive jobs that are currently labor-intensive.

YC

Y Combinator Cast

11/23/24

@ Y Combinator

Vertical AI agents could potentially be ten times larger than the SaaS companies they disrupt, as they can replace not only software but also reduce payroll costs significantly.

SN

Satya Nadella

05/22/25

@ Rowan Cheung

To successfully restructure around the agent era, companies must fundamentally change how they work, what they focus on, and their go-to-market strategies.

JF

Jared Friedman

11/23/24

@ Y Combinator

The shift from traditional software to SaaS was driven by the realization that sophisticated enterprise applications could be effectively delivered over the cloud.

BT

Bret Taylor

05/08/25

@ Sequoia Capital

The applied AI market will manifest as agents tailored for specific industries, such as legal or customer service, representing a new form of software as a service.