forecast
Agentic tool use will make software tools skyrocket
Because most software companies are tool makers (Excel, PowerPoint, Cadence, Synopsys), and AI agents will use those tools, the number of agents and tool instances will grow exponentially once agents get good enough at tool use—the opposite of the view that AI commoditizes software.
forecastpending
Speaker
Jensen HuangEvidence Quote
“I think tool use is going to cause the software companies to skyrocket. The reason why it hasn’t happened yet is because the agents aren’t good enough at using their tools yet.”
Source
Dwarkesh Patel Podcast - Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat— Dwarkesh Patel PodcastCreated: 6/13/2026, 3:37:32 AM
My Notes
Loading notes...