生成式人工智能未能取代软件即服务(SaaS)。
萨提亚·纳德拉(Satya Nadella)等人曾宣称生成性人工智能(GenAI)将取代各种软件即服务(SaaS)服务中的“业务逻辑”或“中间层”。他们的想法是用户可以通过聊天界面与生成性人工智能模型互动,然后该模型会直接与数据库进行交互。这显然会使几乎所有的SaaS应用程序变得多余。
然而,实际上发生的情况是生成性人工智能正在“向上堆叠”,越来越远离数据库。现在没有人再谈论取代SaaS了。相反,生成性人工智能变成了一种装饰,像是撒在现有SaaS应用程序上的一层东西,并没有真正替代它们的任何现有功能。
这种“向上堆叠”的转变充分反映了我们当前模型的无能。它们如此无能和不可靠,以至于无法替代Excel的任何一个部分。例如,微软所做的只是“在上面加上生成性人工智能”,将“弄明白”如何使其有用的责任转移给了用户。我们从“用聊天代理替代它”变成了“只是在上面加一个聊天代理,希望能有所作为”。换句话说,我们实际上让我们的SaaS应用程序变得更加复杂,而不是整合它们的功能,从而简化它们。
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Satya Nadella & others preached about GenAI replacing the "Business Logic" or the "Middle Tier" layer of various SaaS services. The idea was that users would interact with a GenAI model (via a chat interface), and then the model would interact directly with a database. This would have obviously mooted the need for almost all SaaS applications.<p>What's been happening instead is that GenAI has been moving up the "stack," further and further away from the database. No one's talking about replacing SaaS anymore. Instead, GenAI has become a sort of garnish, something that you sprinkle ON TOP of existing SaaS applications without truly replacing any of their pre-existing features.<p>This shift "up the stack" speaks volumes to the impotence of our current models. They are so incapable and unreliable that they couldn't replace a single part of Excel, for example. Instead, all Microsoft did was "slap GenAI on top", placing the burden on users to "figure out" how to make it useful. We went from "replace it with a chat agent" to "just slap a chat agent on top and hope for the best." In other words, we actually made our SaaS applications MORE complicated instead of consolidating their features and therefore simplifying them.