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.
You claimed that someone could just whip up a license free version of any tool to bypass the cost of a license fee. Was my choice of photoshop arbitrary? Absolutely, you didn’t give any sort of qualifier as to what counts as “any tool”.
You can’t both claim that anyone will just use AI to build any tool, and then complain that my choice of tool is arbitrary so should be discounted.
App Store submissions isn’t a good metric of complex applications. “The fart app” is an app that any AI tool could make, that anyone could then submit, but is in no way complex. Vibe coded apps have taken off, but what was the last long term (even 1 year) successful vibe coded app? Because the vast majority of the news I hear about vibe coded apps is how they had a major security breach.
In my view it wouldn’t be the capability of AI that would prevent someone from using it to create photoshop. I could start doing it at home right now. But, it would cost a fair amount in tokens. Someone who is willing to spend $1000 or more of their tokens on doing it will be able to do it. I’ve already used it to edit open source apps I don’t understand myself. I don’t even open an IDE and I can change their functionality.
Anyway, this is a pedantic conversation. You can read about the changes happening in the industry here. I’m not wrong. People will have to come to terms with it.
https://www.nytimes.com/2026/03/12/magazine/ai-coding-programming-jobs-claude-chatgpt.html