For 20+ years, software ate the world. Now, AI Agents are eating software.
A massive signal just came out of China that most people missed:
Bairong (a publicly listed enterprise giant) started selling "AI Workers".
they call it Results-as-a-Service (RaaS). 🧵
instead of buying "seats," enterprises now "hire" agents. each agent comes with a job description, KPIs, and revenue targets.
if performance drops, the bill drops. if the agent improves, it earns more.
Bairong runs this through "Results Cloud". it’s essentially an HR system for machines.
they’ve already deployed agents across: Sales & Customer Service + Recruitment (hiring cycles cut from 30 days to 2) + Legal & Tax (handling 90% of high-frequency work)
this is where the SaaS model starts to crack.
Traditional SaaS: You pay upfront. You carry the risk.
Agentic Era: You pay for outcomes. The vendor carries the risk.
this shift is being accelerated by the collapse of build costs.
I came across this post by @martinald recently that agentic coding has slashed internal build costs by ~90%. when it's this cheap to build exactly what you need, the "Buy" in "Build vs Buy" dies.
IMO, Vendors who are not able to price against results will struggle.
the "Seat" is dead. the "Outcome" is everything. 🤖📈
Hello @BlrCityPolice
There has been an incident of two police officers extorting an innocent (Kannadiga) person for a bribe of Rs. 37,000/- in Indiranagar when he had done NOTHING wrong
No FIR done by police; only departmental enquiry has started. Threat calls being made (1/9)
@PMCPune@CPPuneCity@Kharadicivic How is construction work allowed in Ying Yang society, Kharadi till 1130pm, do they have the permit and permission to do this? Tonight, Friday 30th, May is the 3rd night they are doing this. #yingyangkharadi
@CISFHQrs thank you to your officer Mr Mulani at Pune Airport for holding my missing bag at the security counter, which was returned to me satisfactory
@AstroPrashanth9 Why should the Indian government negotiate for a private business? Doesn't makes sense. It's like the Indian government issuing an arrest warrant against Elon and expecting Trump to give ground to Modi.
@thekaipullai It was not hard to see this coming, at the peak of their power the mighty Kauravas dishonoured a woman which starts the decline of their Kuru empire, the Thackeray's followed the same play book. An in your face and fiercely independent Draupadi had to reincarnate again.
@elonmusk In India, it's legal for only the first trimester (3 months), after that it's a crime, even medical staff gets prosecuted. Let wisdom prevail.