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Agents start acting across your apps, and choosing between them

AI-generated image: Agents start acting across your apps, and choosing between them
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Good morning. A single thread runs through today's product news: the AI that used to live inside one app is being rebuilt to act across many of them, and in some cases to decide between them. For anyone choosing business software, that moves the hard question away from "what features does this tool have" towards "what will an automated agent be permitted to do on our behalf, and who stays accountable when it does."

That shift is worth slowing down for, because it changes how you evaluate a tool. An assistant answers a prompt and stops. An agent plans a multi-step task, carries it out across systems, and only reports back when it is done. The second kind needs more than a good model. It needs permissions, a record of what it did, and a way to switch it off. Most of today's announcements are really about that plumbing, even when they lead with the model.

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What we're tracking

  • An agent that gets its own workplace identity Start with the clearest example. Google said it is turning Gemini into an agent that can plan, execute tasks, and work across business apps and systems, delegate work to subagents, use multiple AI models, and receive its own workplace identity [1]. Each of those is a separate idea, and the last one matters most for anyone who has to sign off on a tool.
  • When agents start choosing the vendor The next step past an agent that acts is an agent that selects. A SaaStr conversation with MongoDB's returning chief executive, Dev Ittycheria, was framed around exactly that prospect, alongside notes that OpenAI has reaccelerated to a reported $70 billion run rate and that agents are beginning to pick your vendors [2]. Ittycheria had joined the discussion one week into his second run as chief executive of the company [2].
  • Skills you can hand to someone else Slack announced that Slackbot skills are now shareable: you create an external link, send it to anyone on Slack, and browse AI agent skills from Salesforce teams that you can add [3]. Strip away the branding and this is about distribution. A "skill" is a packaged capability — a defined task an agent knows how to perform. Making one shareable by link means a capability built by one team can be adopted by another without rebuilding it.
  • The "SaaSpocalypse" question Salesforce published a discussion with Marc Benioff on the AI boom, the "SaaSpocalypse," and the future of Slack [4]. The word doing the work there is "SaaSpocalypse" — the argument that if AI can generate software and agents can carry out the tasks applications used to perform, then the per-seat subscription model that funded the last decade of business software is under pressure.
  • Selling what you built for yourself Finally, a quieter item with a longer tail. Spotify launched technology.spotify.com, a new site that will make its internal tech available to outsiders [5]. Companies have always built tools for their own operations. What is notable is the decision to turn internal infrastructure into something others can use.
  • The through-line Five announcements, one direction. Agents are learning to act across systems, to be governed like users, to be handed around as packaged skills, and before long to choose vendors on your behalf — and the business model that priced software by the seat is being questioned out loud. None of this requires you to move today. It does change what a good tool looks like: one that can be governed, that keeps your data yours, and that shows you what it is doing in terms you can read. Those were sensible requirements yesterday. The news this week only makes them harder to skip. For the rest of the week'

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