Yesterday in a cnbc interview he said "agents won't replace tools, they will use tools" in a context where tools are SaaS. He even thinks tools use will go up because the number of agents growing fast. Compared agents to robots who in the future will use the already existing tools (microwave, bolts, etc) instead of reinventing the wheel.
He emphasizes that established software companies provide the "system of record" (ground truth data). AI agents will need these systems to finish their work and store information in a way humans can understand
I share his view. What you think about it?