Satya Nadella signals major shift as Microsoft prepares for AI agents to reshape software usage

Nadella says Microsoft must pivot from per-user pricing to AI agent-based models as autonomous systems become core users of Microsoft 365 applications.

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Satya Nadella signals major shift as Microsoft prepares for AI agents to reshape software usage

Satya Nadella signals major shift as Microsoft prepares for AI agents to reshape software usage
Microsoft CEO Satya Nadella has urged employees to move quickly and rethink long-standing assumptions as the company prepares for an AI-first future. Speaking on the Dwarkesh Podcast, Nadella explained that the traditional software model of charging customers per user is no longer sustainable as AI agents become central to workplace operations. These agents can plan, analyse, decide and communicate autonomously, meaning they will increasingly be the primary users of Microsoft 365 applications. 
Nadella said Microsoft must rebuild its business model around charging per agent, shifting from an end-user tools company to an infrastructure provider supporting AI-driven workloads. 
Companies:
  • Microsoft
Tags:
  • AI
  • Microsoft