The process of booking a hotel, today and using an artificial intelligence agent, illustrates the reasons investors are so worried about AI disruption of enterprise software. At least in principle, lots of processes and functions that once were mandatory simply are abstracted.
Activities are not properties of particular pieces of software but rather are composited on the fly and then deconstructed. Everything is custom, which might have been totally impractical before everyday AI and application program interfaces.
To some extent, we might say intent replaces infrastructure. You still need access to the capabilities. But those capabilities are invoked by the agent on your behalf. You don’t necessarily “own” the hardware, software, apps or operating systems that get invoked to complete your desired task.
It’s analogous to the way cloud computing changed the necessity of “ownership” to reliance on “services.”
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