Jensen Huang is arguing that AGI won't replace software tools like SAP and Cadence. It'll just use them. A smart robot doesn't reinvent a screwdriver, it grabs the existing one. Same logic applies to AI and software tools. He's also says that a real breakthrough in AI is tool use. Software systems that can call databases, run calculators, and pull from other software tools are genuinely more capable with AI. But there's a critical flaw. Using a software tool isn't the same as that company staying profitable. That's where his argument collapses. His screwdriver analogy breaks down immediately. Screwdrivers are perfected by physics. Software tools aren't. SAP is just engineer choices from 1990 designed for human workflows. An AGI doesn't think in spreadsheet grids. It might display a spreadsheet to humans. But the actual computation underneath would be completely different. Second, Huang assumes static architecture. An AGI running at trillion scale won't accept 1990s design decisions. ...