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AI Agents Disrupt Software Industry and Accounting, Goldman Sachs and OpenAI Lead Work Transformation Recent breakthroughs in AI application have triggered significant upheaval in the global software industry and the financial sector. Goldman Sachs revealed it is collaborating with AI firm Anthropic, using Claude AI agents to automate back-office functions such as accounting, compliance, and trade reconciliation. This move could impact thousands of related roles within the bank. Goldman framed this as part of a multi-year restructuring plan to manage headcount growth, positioning AI as “digital colleagues” for rule-based, process-intensive tasks. Simultaneously, OpenAI responded by emphasizing that its code-generation tools (like Codex) are driving a “second birth” of software development. The company is aggressively shifting internally towards an “agent-driven” development model, with a goal set for March 31st: engineers should turn to AI agents first for technical problems. Detailed internal guidelines have been issued to fully integrate AI tools into workflows. This shift sparked “SaaSpocalypse” (SaaS apocalypse) fears in capital markets. The concern is that as AI agents can directly complete tasks, many “tool”-like, superficial software applications may lose their value. This triggered a massive sell-off in recent days, wiping nearly a trillion dollars in market value from established software giants. Venture capital analysts note that AI won't eliminate all software but will reshape its form. Future software value may stem not from user interfaces but from its ability to serve as a secure, efficient foundation for AI task execution. This marks a transition from an era of “humans adapting to software” to one of “software adapting to intent.” While the transition involves disruption, history suggests such technological shifts ultimately create new giants and expand markets. https://x.com/kimmonismus/status/2019.... htmlhttps://x.com/gdb/status/201956664149... ef2102684c5ehttps://garymarcus.substack.com/p/is-...