AI Will Demote Software from Workspace to Plumbing

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Most companies are asking the wrong AI question. They ask whether AI will replace analysts, developers, sales teams, or support people. I think the earlier shock is different: AI will demote a lot of software from “workspace” to “plumbing.” When an AI agent can connect to a CRM, pull sales activity, check the data, and answer the actual business question — “what did the sales team do in the last 14 days?” — the CRM is no longer the center of work. The task is. The user does not want another dashboard, another tab, another report, another workflow. The user wants the outcome. That changes SaaS strategy. The winners will not be the products with the prettiest dashboards. They will be the systems that own trusted data access, agentic execution, and the user’s decision flow. Everything else becomes an API, a database, or a feature that an agent quietly calls in the background. So I don’t think the first big enterprise AI shift is simply “replace humans.” It is to compress the software layer between humans and outcomes. If your product is just a screen on top of data, you should assume an AI agent will eventually go around it. The strategic question for every founder is simple: are you building the interface people will work in — or the plumbing an AI agent will quietly call?

And this is THE question 💯. This has to be the discussion right now. The interface is losing gravity fast. Had four demos last week. Didn't open the Sturdy UI once. Buyers are getting there on their own now. One said unprompted: "If this call is about logging into another interface, it's just another UI. This call would be over." Another mapped it himself: "You build the layer, then query it wherever you want." Neither of those was planted. The question shifted. Not "what does your AI do?" but "where does it actually live, and does it make everything around it smarter?" The interface isn't the product anymore. The context layer is (infrastructure). The LLM becomes the middleware. The data is what compounds. Every team had a tool. Every tool created a silo. We're running the same play with better copy. The next chapter isn't more AI surfaces. It's fewer.

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The value is moving away from “where work happens” (dashboards, CRMs, interfaces) and toward “what outcome is needed.” Once agents can reliably access systems and execute tasks, the UI layer becomes secondary .. almost disposable in many workflows. At that point, the real moat shifts to trusted data access, orchestration, and decision flow design, not interface design. At SkyFirstLabs, we’re thinking a lot about this transition .. from reactive software interfaces to proactive systems where AI doesn’t just query data, but continuously surfaces decisions, risks, and actions across tools in the background. Would love for you to take a look at what we’ve been building and hear your thoughts. www.skyfirstlabs.com

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Alexander, this is a very strong point. If AI agents compress the software layer between humans and outcomes, then many SaaS products will indeed move from “workspace” to “plumbing.” The next question is where the experience created by that work will live. If an agent connects to CRM, reads activity, checks data, answers a business question, and helps drive the next action, the value is not only in the answer. The work also creates experience: what signal mattered, what assumption was wrong, what exception appeared, what local rule was used, and what should be reused next time. If the interface becomes less central, the company needs a new place for this reusable experience to accumulate. Otherwise AI agents may make the workflow faster while the organization still keeps losing the practical experience created during execution. This is very close to the problem I describe as Experience Capitalization: turning work-created experience into reusable business capital.

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AI will not completely replace people. It will change what people actually do, how much work they can handle, and what they are responsible for. Routine tasks will disappear very quickly. But people who can think clearly, set goals, judge results, and stay creative will become much more valuable.

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I don’t even think of it that way tbh. I think of it like this - suddenly everyone has access to a lot more data and a lot more capability, the what has been 10 x’d. Every yahoo with an internet connection can pump out apps (hi that’s me). This makes the why much more important. Context is indeed king, again.

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A lot of SaaS products were built around the assumption that humans would continuously navigate applications manually. Agentic AI changes that assumption by potentially compressing the distance between intent and execution.

“The task is the center of work, not the application” is the key insight. AI-native systems increasingly optimise around outcomes rather than user interaction patterns, Alexander

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