Did you know the average adult uses over 10 mobile apps per day? Now, imagine a future where you interact with an equal or even greater number of AI Teammates (built on agentic AI technologies) every day. These Digital Companions will be your collaborators, both at work and in your personal life, becoming an integral part of your daily routine. At work, they’ll span across various horizontals and verticals, each specialized and tailored to specific tasks.
This represents a massive $6-8 trillion opportunity, derived from the $30-40 trillion global spend on the white-collar workforce, compared to the $660B spent on Enterprise software by Gartner estimates.
Beyond the evolution of AI itself, we’re seeing a revolution in how it’s delivered and consumed. This is TaaS: AI Teammates as a Service, a new delivery and business model for AI. This evolution extends beyond just how we interact with technology. The rise of AI Teammates will not only shift business and pricing models—moving from per-seat for SaaS to outcome or usage-based. Just as we’ve moved from full-time employees to outsourcing and fractionalized labor, AI Teammates will power workforces as on-demand, utility-like resources, paid on a consumption basis.
I recently discussed this transformation brought by TaaS with Jason M. Lemkin, and it’s clear that the future of work is being reimagined.
