Satya Nadella: Business Logic Will Migrate to the AI Agent Layer — Industry Moving From 'Models to Systems'

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Microsoft CEO Satya Nadella outlined a vision where 'business logic' migrates from hard-coded application workflows to the AI agent layer, with agents understanding user intent and executing across systems. He framed the shift as moving from 'models' to 'systems' — multiple models and agents orchestrated together with memory, entitlements, and safe tool use. The 'new agency equation' requires leaders to rethink team management entirely.