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Microsoft builds operating system designed for AI agents, not applications

Microsoft is abandoning the app-centric model that has dominated consumer computing for four decades, betting instead that future devices will orchestrate AI agents as their primary computational unit. This challenges the current software stack: if devices run agents that handle tasks autonomously rather than launching discrete applications, it collapses the distribution and monetization logic that made app stores valuable and creates new dependencies on whose AI systems handle critical functions. The shift reflects Microsoft's view that the traditional OS-as-platform-for-apps architecture becomes friction when the customer experience is supposed to be AI doing things on your behalf, not you navigating menus.