The Great Interface Inversion

For twenty-five years, software value lived in the interface. The dashboards humans clicked through. The workflows they navigated. The forms they filled out. The entire SaaS — as explored in the shift from SaaS to agentic service models — industry — a $2 trillion market — was built on a single assumption: that behind every unit of software consumption sits a human being who needs a screen.

Last week, I gave you two perspectives, one on the “software destruction side” or what agents might compress (of course, the world is dynamic, and many of these legacy software companies are already changing shape as we speak):

The other perspective was from the side of “the software that expands.”

Now, I want to dig much deeper, examine the foundation of what “the new software stack” might look like, as agents become its consumers and humans mostly oversee them.