- Why it matters
- Agents change the unit of software from a tool a person uses to a worker a person supervises. That shifts pricing, org design and the definition of productivity.
- What changes
- Software budgets start competing with labour budgets. Workflows are redesigned around what can be delegated, and the interface of work becomes a review queue.
- Who benefits
- Companies with clean data, well-documented processes and strong permissions models. Vendors that own the system of record. Teams that learn to specify and supervise work.
- Who is at risk
- Seat-based software vendors, outsourcers selling routine knowledge work, and organisations that deploy agents without observability or access controls.
- What happens next
- Expect agent-to-agent protocols, agent identity and permissions standards, and the first large-scale audits of what agents actually did inside enterprises.