Connectors that let AI agents use outside services are drawing attention as a core technology for a new internet platform. Meta is building an ecosystem around its personal AI agent Muse that can handle search, reservations and shopping by linking to various services. Industry figures say connectors could bring a shift comparable to smartphone app stores. The key issue is participation by outside services, which can block or allow access.

Recent selling driven by fears that AI could weaken or eliminate enterprise software, dubbed the “SaaS apocalypse,” appears to be easing. Shares of major software-as-a-service companies have risen, with Salesforce jumping after earnings. The Financial Times reported that Wall Street is stepping back from worst-case scenarios, though generic software remains vulnerable. Headless software is emerging as a key factor, potentially changing business models and how users derive value from software.