Databricks CEO Ghodsi: 80% of New Databases Built by AI Agents, SaaS 'Will Become Irrelevant'

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Databricks CEO Ali Ghodsi stated that 80% of new databases on the Databricks platform are now built by AI agents rather than humans — a signal that agent adoption has moved from experimentation to day-to-day operations. Ghodsi argues that once AI agents replace manual interaction, traditional SaaS metrics (seat licenses, usage tiers, UI-driven engagement) weaken, with value shifting from access to outcomes. Databricks launched Lakebase, a database designed specifically for agents.