Every software company just got a second life and Jensen just explained why (Save this).
Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-02
Jensen Huang at Computex 2026 argued that AI agents will expand enterprise software usage rather than replace it, giving SaaS companies a new growth vector instead of an existential threat.
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Extraction
Topics: ai-agentssaasjensen-huangcomputex-2026
Claims
- Jensen Huang argued at Computex 2026 that AI agents will drive more software consumption, not less.
- The conventional thesis that AI agents would destroy SaaS by replacing human workers who use software tools is being challenged.
- Software companies may benefit from the AI agent wave rather than being disrupted by it.
Key quotes
Every software company just got a second life and Jensen just explained why.
The conventional fear was straightforward, AI agents replace human workers, human workers use software tools, therefore agents destroy SaaS.