The demand-side twin: vendors now sell an "AI employee," not a tool.

Sequoia's Sable partnership pitches "an AI employee that can see, click, and explain" inside live customer sessions, alongside Dreamteam's AI CRM and JettFounder's fully-agent-run SaaS company. The unit sold is a worker's output, not a UI. That's why seat-based licensing is becoming incoherent: if you're buying an employee, "per user" doesn't parse. Sable raised $45M (Sequoia, 8VC, BoxGroup) on the "diffusion gap" wedge, which is getting AI actually used in production, not raw model capability.