"Our business, which today is an end-user tools business, will become essentially an infrastructure business in support of agents doing work,"
"The way to think about the per-user business is not just per user, it's per agent,"
"When it goes beyond what we can credibly afford, we have to have some kind of meter,"
Microsoft is reimagining software pricing and product design to accommodate AI systems that act as autonomous coworkers. The company plans to move from per-user licensing to per-agent pricing, provisioning software and infrastructure for agents that perform tasks and make decisions. The business model is shifting from end-user tools toward infrastructure that supports agentic work. Other software vendors are testing usage-based billing tied to AI workloads as agentic systems consume more compute and flat per-seat licenses become harder to sustain. Enterprises are launching agentic AI platforms that generate analysis and perform operations, prompting billing and product changes across the industry.
Read at Business Insider
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