SaaS to Redefine Itself as Operating System for AI Agents

Microsoft Corporate Vice President Bryan Goode says that SaaS is evolving into an operating system for AI agents, which will redefine the economics of the sector.

This shift could eliminate the 'toggle tax' of manual data movement and unlock new revenue streams tied to usage of AI-driven workflows.

Goode warns that companies need to embed agentic AI across applications to capture the next growth wave, which will reshape GTM models and product roadmaps for the entire SaaS ecosystem.