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Okta CEO Bets on AI Agent Identity

Okta CEO Bets on AI Agent Identity

Okta's CEO Todd McKinnon is betting big on managing identities for AI agents as a major growth area amid AI-driven disruptions to SaaS. The interview discusses security challenges with AI agents like OpenClaw and proposes agent-level kill switches. It explores hybrid human-AI teams and Okta's strategy to adapt.

When AI Becomes a SaaS Commodity

When AI Becomes a SaaS Commodity

Medallia’s reported debt restructuring and near-total loss of approximately $5.1 billion in equity are presented as a warning that standalone AI features are weak SaaS moats. Large language models have commoditized tasks such as sentiment analysis, classification, and summarization, forcing software companies to focus on infrastructure, industry know-how, and measurable business outcomes.

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