Buried in the story was a deceptively simple question: does your AI agent count as an employee?
At a recent conference, Microsoft executive Rajesh Jha floated a provocative idea. In a future where companies deploy fleets of AI agents, those agents may need their own identities — logins, inboxes, and even seats inside software systems. If so, AI wouldn’t shrink software revenue. It could expand it.



Do AI sit in “seats” 🤭 and is it per-agent or per-agent-instance? Or per-agent-instance-second?
“All of those embodied agents are seat opportunities,” Jha said, envisioning organizations with more agents than humans — each effectively a user that must pay for a software license, or “seat” in industry lingo.
He’s been watching Pantheon, I think.
Can the AI take the in-office seats so I can go back to being productive at home instead of listening to my coworker loudly talk to a garage door salesman on the phone?