@realBigBrainAI
Jensen Huang on the biggest structural shift coming to every software company in the world: Most companies still think of software as a tool. Something you buy, open, and operate. Jensen Huang says that model is finished. "There will be no software in the future that's not agentic. How could you have software that's dumb?" His argument is really about how work actually gets done. Every company regardless of industry or size already manages a blend of full-time employees, contractors, and outside specialists. You don't hire people just to watch them work. You hire them to get things done. The structure exists entirely to serve one outcome. Jensen frames it this way: "In all of our companies, we have employees that we hire. We have employees that we're grooming. We have contractors that we bring in. We have specialists that we bring into the company to do our work. Our job is not to do the job. Our job is to have the job be done." That same logic, he argues, now applies to AI. Some models you'll build and fine-tune internally. Others you'll rent from outside providers. The mix will vary, but the principle is identical to managing any workforce, biological or digital. "Just like biological workers, you will do that with digital workers." This is the structural shift. Software companies won't just be selling access to a tool anymore. They'll be providing something closer to an expert, a system that can reason, take action, and complete work autonomously. "Every single software company in the future will no longer just rent tools, but they'll rent also experts to use the tools." The companies rebuilding around this will define the next era of software. The ones standing still will wonder where their market went.