elon musk saud that the next wave is agents (optimus human in a box) clicking around the old SaaS apps, not agents writing new apps to replace them

microsoft ceo said the same thing - agents will be using windows/office and be the bigger buyers of licenses

replacing SaaS software at this scale is hard, nobody will risk it, at least near term

Elon is a moron and microsoft CEO just says that because that's his hope, because that's only way they don't lose their market share.