🤖 The software you stopped opening

Good morning to everyone who still pays for an app they barely open.

You can now hand work to an assistant that logs into your email, your calendar, and your customer list, then keeps going after you close the laptop.

Today we look at what that does to the software bill.

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Meta’s Muse launched on September 8.

It has its own computer in the cloud. It can book a table, send an email, or check out with Stripe.

This week it passed 2.5 million downloads and hit #1 free on the US App Store.

xAI’s Grok Bot has been doing the office version since August 11.

You message it like a coworker. It signs into the tools you already pay for and only pings you when it needs a yes.

The first scare was that companies would cancel those tools. Why pay Salesforce or Notion if nobody opens them?

Gartner put a number on that fear in July. Up to $234 billion of enterprise software spending, about 20% of the category, sits in the path of agents by 2030.

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The assistant still needs a home for the data.

A customer list or a clean history.

Someone to call when the bot writes the wrong number. That home is the software you already buy.

One person plus two assistants can touch the same file all day.

The database still works.

$CRM ( ▲ 0.99% ) already ran this experiment. The stock fell hard in June on the idea that agents would kill seats.

Then the company reported that seats were supposed to drop and did not.

Its agent product line (Agentforce) was at $1.5 billion in annualized revenue, up 240%.

The part under pressure is the human license.

Companies that only sell people will stall. Companies that charge for the login, the data, or the work the agent does can keep growing while the screen goes quiet.

So what does this mean for your portfolio?

Watch $CRM ( ▲ 0.99% ) and $NOW ( ▼ 0.38% ) for this shift on the next earnings call.

Revenue that follows the work dumped into the system is the signal.

Second Order is for information and entertainment only and is not financial advice.

We are not licensed financial advisors.

Any tickers or companies mentioned are our opinions, not recommendations to buy or sell.

Do your own research and consult a professional before making investment decisions.