Microsoft VP Rajesh Jha on how even if companies layoff half their workforce due to AI, it will only increase business of software companies, not ‘kill’

Microsoft’s Rajesh Jha counters fears of an AI-driven software slump, arguing that AI agents will require their own licenses. He posits that as companies deploy thousands of these digital assistants, the number of ‘paying users’ could actually surge, even as human workforces shrink. This perspective challenges the notion that AI will diminish software revenue by reducing human users.