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What the hell? If a company gets more efficient and uses fewer people - Microsoft's immediate reaction is to figure out how to invent some kind of digital seats so they can keep taxing the headcount. Lol
SAP has been doing something similar for years now. They call it indirect use. If a system integrates with SAP and accesses data you have to pay licensing fees. Even if you host the SAP system yourself.
Ladies and Gentlemen, this is exactly why you should never let Microslop win
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Perhaps we can use AI agents to obviate the need to use Microsoft products.
5 mn after they implement that there will be a tool to have only one agent for the whole company
Then you need to pay up via user CALs as is already common practice with windows server licensing.
From the we-accidentally-nuked-our-business-strategy department.

Bravo, Microsoft, for finally noticing the entailment of replacing workers with AI most critical for a company whose proven revenues come from selling "seats"

I'd say it depends on the product and how that product is used with/by the agent and if/how a user is controlling said agent(s).
This just sounds like a new kind of rent seeking.
Why are agents using licensed software anyway? AI should be using APIs.