Universal Agent Seen as Future Operating System, Humans to Interact with AI via Agent OS
The Universal Agent is viewed as the future operating system, with humans primarily interacting with AI through Agent OS, rather than traditional computer operating systems.
Apps face three potential outcomes: complete extinction, transformation into CLI/Skill for Agent invocation, or becoming Agent GUI plugins that are temporarily activated as needed.
SaaS platforms are accelerating the launch of CLI and Skill interfaces, allowing Agents to learn how to use them to avoid obsolescence.
Market mechanisms are driving developers and enterprises to rapidly transition to Agent compatibility, with funding shifting from independent app development to Agent ecosystem infrastructure. The Agent OS platform benefits from a core position, while traditional SaaS will face pressure from user attrition if they do not adapt.
Source: Public Information
ABAB AI Insight
This perspective continues the evolution of interfaces from command line to GUI and now to natural language interaction, similar to how iOS/Android restructured software distribution through the App Store; today, Agent OS will shift the invocation rights from users to AI intermediaries.
In terms of capital flow, SaaS companies will invest resources in developing Agent Skills and API compatibility, motivated to maintain their "integrated" status to preserve subscription revenue, rather than allowing users to flow directly to universal Agent platforms.
Similar cases include traditional websites being forced to launch mobile apps and APIs during the mobile internet era, and the Chrome extension ecosystem transforming browsers into plugin platforms; the current software industry is in the early stages of transitioning from human-centered interaction to Agent-mediated interaction.
Essentially, this represents a restructuring of the industry chain: the software ecosystem is shifting from independent app distribution to centralized invocation by Agent OS, with the mechanism being that enhanced Agent capabilities reduce user learning costs, making Skills and plugins the new standard interfaces, thereby reshaping SaaS pricing power and distribution channels.
ABAB News · Cognitive Law
The stronger the Agent, the more marginal the App; the more open the interface, the longer the survival.
If not invoked by Agents, one will be replaced by Agents.
Excellent SaaS sells Skills, traditional SaaS sells interfaces.