Part 1/7:

The Future of Software: Transitioning from Applications to Intelligent Agents

In a thought-provoking discussion from the BG squared podcast, Microsoft's CEO Satya Nadella made a groundbreaking statement regarding the future of business applications and the role of artificial intelligence—asserting that traditional apps are becoming obsolete. This perspective posits that we are entering an era dominated by intelligent agents that will revolutionize software development and business processes.

The Shift from Applications to Agents

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Nadella's assertion is simple yet profound: business applications, as we currently understand them, are likely to collapse into the foundational structures of databases with AI-driven agents at their core. This transition denotes a significant evolution in how businesses leverage software, as intelligent agents will primarily handle operations that previously required dedicated applications.

Understanding Software as a Service (SaaS)

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Traditionally, business applications in the SaaS model were built with a thin user interface layered atop a database. The fundamentals of these applications consisted of CRUD operations—creating, reading, updating, and deleting data. Nadella's vision indicates that this model will dissolve, giving way to sophisticated AI systems that directly interact with databases without the need for intermediary applications.

This shift raises numerous questions about the future of the software industry. Developers may see a reduction in demand as the complexity of traditional applications diminishes in favor of simpler, agent-driven interfaces.

The Rise of AI-Centric Workflows

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The emergence of AI agents raises the prospect of a new paradigm in business logic management. According to Nadella, the business logic—previously embedded in the applications—will be consolidated into AI agents. These agents will autonomously execute complex tasks such as updating records, sending communications, or generating insights based on real-time data analysis.

For instance, a user might simply instruct an agent to “provide a graph of my top five customers by revenue” or “email these customers about upcoming opportunities.” The agent will then interpret the request, retrieve the appropriate data, and perform all necessary operations—all without requiring a defined application or significant programming from the user.

Transformation Beyond Business Applications

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While the discussion centers on enterprise software, the implications extend into consumer applications as well. If direct interaction with a database is achievable through intelligent agents, the necessity for traditional user interfaces and applications may vanish altogether.

Nadella points out that existing tools like Excel could evolve significantly in this landscape. Instead of functioning as a mere spreadsheet application, Excel could become a platform where users describe their requirements in natural language, and the AI can generate the necessary analyses on the fly. This capability allows for a more intuitive interaction with data, resembling a collaborative relationship between the user and advanced AI systems.

The Role of Companies in This Transition

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As we move towards this new model, companies must prioritize adopting these AI-centric approaches. Microsoft has already demonstrated a commitment to evolving its software through tools like Co-Pilot, which aims to streamline how users interact with AI across various applications.

Firms that adapt to these changes will thrive, while those that resist may find themselves overshadowed by competitors who embrace this transformation. The possibility of replacing back-end databases becomes paramount, as companies focus on efficient operations designed for seamless integration with intelligent agents.

Conclusion: Embracing a New Era

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The statements made by Nadella highlight a significant shift in perspective regarding software development and business applications. The conceptualization that intelligent agents will replace exhaustive application stacks signifies a major evolution in technology. This could pave the way for a more agile, efficient, and user-friendly approach to data management and business operations.

As the landscape evolves, it will be fascinating to see how businesses, developers, and consumers adapt to this newfound relationship with technology. The future of software development is not just bright; it may be entirely reimagined, fundamentally changing how we engage with technology and data in the years to come.

LOL you are so violent.

Soon

XDEFI is the best. I actually think they just rebranded to Ctrl Wallet

Looks like he'll be discussing exactly that

Listen on X and you will learn :)

Part 1/11:

The Rise of Vertical AI Agents: Revolutionizing Industries

The world of artificial intelligence (AI) is evolving rapidly, and one of the most exciting developments is the emergence of vertical AI agents. Experts believe these agents could replace entire teams and functions within enterprises, offering unparalleled efficiency and customization. As this frontier expands, it's clear that vertical AI could give rise to numerous companies valued in excess of $300 billion—a significant move beyond the familiar Software as a Service (SaaS) model.

The Competition Landscape

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Historically, the AI landscape was dominated by a single player: OpenAI. However, the narrative is shifting as new competitors emerge, contributing to a thriving marketplace ecosystem. This increased competition is viewed as a boon for consumers and founders alike, presenting a plethora of choices and opportunities within the AI space. The optimism surrounding vertical AI is palpable, as recent innovations hint at the potential for powerful AI agents capable of transforming routine business operations.

Understanding Vertical AI

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Vertical AI refers to specialized AI systems that perform specific tasks for particular industries or functions, akin to how SaaS solutions have molded business practices over the last two decades. The potential size and scope of vertical AI companies are being compared to that of SaaS firms, which have significantly influenced Silicon Valley’s venture capital landscape, with over 40% of investment directed towards them.

The Evolution of Software

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Analyzing the software industry’s history can shed light on the rise of vertical AI. The shift from traditional desktop applications to cloud-based solutions catalyzed the SaaS boom, with the introduction of XML HTTP requests and Ajax enabling dynamic online applications. This transformation sparked innovations such as Google Maps and Gmail, creating a foundation for hundreds of successful SaaS unicorns.

A similar paradigm shift is underway with Large Language Models (LLMs) which hook into a new wave of software innovation, enabling applications that were previously inconceivable. As companies begin to grasp the implications and potential of LLMs, a path is being paved for vertical AI solutions to burgeon.

The Case for Vertical AI

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The podcast highlights various categories within the vertical AI landscape, including consumer applications that incumbents are likely to dominate, the unpredictable rise of novel consumer solutions, and B2B SaaS companies which tend to flourish due to lack of dominant players like Microsoft across all sectors. Consequently, there is an anticipation that vertical AI agents can disrupt existing SaaS offerings by reducing operational costs and eliminating redundancies.

Part 6/11:

One compelling argument centers on how these new AI solutions will not only directly replace existing software but also streamline and minimize the number of employees needed to manage operational tasks. Industries often spend a substantial amount of revenue on payroll compared to software expenses, illustrating substantial room for efficiency improvements.

Challenges for Traditional Players

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A key barrier for larger tech companies adapting to vertical AI agents lies in their inability to deeply engage with the specifics of each domain. For instance, large enterprises like Google might lack the intricate understanding of payroll management or other specialized fields, making it easier for nimble startups to innovate without the constraints typically associated with larger companies. The existing software landscape, including giants like Oracle and SAP, has shown that overhead burden often hinders innovation and optimal user experience.

Valuing Vertical AI Solutions

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With vertical AI, there are vast opportunities for companies that can identify repetitive administrative tasks that are in need of automation. The podcast's hosts emphasize that potential startup founders aiming to tap into this market should focus on areas where they possess expertise or experience, enhancing their chances of success.

Success stories are surfacing, where innovators have pivoted towards building automated solutions by observing mundane and inefficient processes within specific industries. For example, AI-driven tools that handle government contract bids or streamline dental billing are just the tip of the iceberg, with numerous entrepreneurs recognizing opportunities for AI integration in niche markets.

Moving Forward

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As vertical AI agents continue to evolve, startups should be aware of the complexities involved in selling their technologies. The episodic discussions capture how sales strategies must cater to senior executives who may be apprehensive about the potential replacement of jobs within their organizations.

While the concerns of job displacement are genuine, the overarching narrative remains about enhancing organizational efficiency and capabilities. As traditional processes find themselves challenged and potentially replaced, the landscape of what constitutes a successful business may dramatically shift.

Part 10/11:

AI has opened the door to incredible potential within vertical markets by allowing for customized solutions that can handle operational intricacies. While still in the early stages, this evolution could very well redefine how companies operate across industries, with vertical AI recipients thriving in an era where understanding and addressing specific needs can unlock significant value.

Part 11/11:

In conclusion, vertical AI represents an exciting frontier poised to revolutionize how enterprises function. As seen through various emerging startups and innovations, the potential for significant growth, efficiency, and enhanced customer experiences is sky-high. Entrepreneurs with the vision and expertise to navigate this landscape stand to reshape industries while generating considerable value in the fierce journey of technological transformation.

It hasnt moved in about a week. Look up the comments on Hive blog. That is the one to follow.

Is this on Hive and what does it do?

True. That's why I wrote take over, meaning completely.

Oh yes my dear, thanks for checking on me.. I just got home from the trip I told you about 😊😊
.

I thought it has ended already. Thanks

Oh wow! Let me go through the thread, I missed this.... Yesterday was overwhelming. Thank you for the reminder love 💞

Oh, okay. Let me check it out.

Hi, @l337m45732,

This post has been voted on by @darkcloaks because you are an active member of the Darkcloaks gaming community.

Get started with Darkcloaks today, and follow us on Inleo for the latest updates.

Welcome back... Are your laptop's updates done?

Yeah, some people think like that and it's unfortunate, haha.

Well, maybe they don't want to be good to themselves so that mentality remains unchanged.

https://x.com/taskmaster4450/status/1870163539299615230

He does.

Rest.

The only thing I know of is surgery which is very risky

I'm praying for mine to run throughout the night. Those guys can be funny and unpredictable, even when using prepaid meter.

I'm praying for mine to run throughout the night. Those guys can be funny and unpredictable, even when using prepaid meter.

Wait... But won't it require your Active Keys?

if it's like an script where I don't have to tell Ai everyday but it just do itself on repeat...

It's going to be an amazing thing I'll use for lifetime.

This will be an excellent tool for people like us who has no time to monitor the market.

Oh... I could see a lot of good potential there. What if we told the agent to sell a portion when a coin goes up 10% from the average buy... then buy again when it dips and so on

Hello Edwin. 😅

That would great, would definitely use it. 👍

This is a great idea, I can think of a few people are going to use it!

It's not just about not liking it, that's fair enough and you should just scroll past as you say. The issue is with the real clear spam that makes the place look like shit and affects all we're trying to do here.

And without a mute option we can't help but see it, and it makes users not want to use the Latest feed even though we may miss some good stuff and the chance to help out genuine users.

Yeah, thanks. You too.