Salesforce Inc. (NYSE:CRM) and ServiceNow Inc. (NYSE:NOW) could face growing pressure on one of enterprise software’s most lucrative business models as AI agents reduce the need for human software users, according to Parnassus Investments Chief Investment Officer Todd Ahlsten.
"The seat license model is just going to be under a lot of pressure," Ahlsten said Monday on Bloomberg Tech, pointing to the rapid growth of Anthropic, OpenAI and Google’s Gemini.
