Buried in the story was a deceptively simple question: does your AI agent count as an employee?
At a recent conference, Microsoft executive Rajesh Jha floated a provocative idea. In a future where companies deploy fleets of AI agents, those agents may need their own identities — logins, inboxes, and even seats inside software systems. If so, AI wouldn’t shrink software revenue. It could expand it.


The customers are already locked in by virtue of every company who is hoping to run the same rent seeking play around AI are buying up all of the compute and storage hardware on the planet which prices consumers out of everything except the soon-to-be-overpriced subscription service(s) that they offer.