Source: Stratechery by Ben Thompson
Thomas Kurian is positioning Google Cloud to capture the shift from software that users operate to software that operates on users' behalf—a move that threatens the entire SaaS application layer if agents become reliable enough to replace human decision-making. Salesforce, ServiceNow, and traditional enterprise software vendors risk becoming middleware for AI agents rather than user-facing platforms. Google's advantage lies in its scale of training data and compute infrastructure, but success depends on whether agents can deliver consistent results in high-stakes domains like finance and healthcare where hallucination remains an existential liability.