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The tweet predicts that the future of software will be shaped by technologies like Postgres, Turbopuffer, Jev, Clickhouse, and open-source LLMs.
Satya Nadella discusses the decline of traditional SaaS models as AI agents take over intelligence and orchestration, reducing software to simple commodity databases.
A tweet recommending an article that explores software infrastructure in a world where AI agents use software more than humans.
Naval predicts that software platforms will be rebuilt with an agent-first architecture, reflecting a shift in how AI agents interact with digital infrastructure.
The author argues that traditional SaaS is dying as AI agents connected via MCP replace dozens of dashboards with a single chat interface, destroying UX and brand moats — and predicts the next wave of billion-dollar companies will come from the agent orchestration layer and one-time-purchase code repos.