If 10 AI agents can handle the work of 100 employees, you don't need 100 Windows/Salesforce/whatever seats anymore, right?
AI kills the headcount that operates the software. Which kills the per-seat revenue model
Token budget is the new headcount. The best developers are already burning $10k/month in compute to do the work of entire teams
Mark Cuban on the next job wave:
Software is dead. Everything will be customized to your unique utilization. Who's gonna do it? There are 33 million companies in the US
- Pick up a vertical
- Learn the flows
- Become the AI team they can’t build internally
- Increase EBITDA and multiples
- A piece of the upside is your profit
- Show the result to investors, raise money, scale
[related post: Agentcount vs Headcount]
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