TLDR Tech / Founders
The Incumbents Are Coming
AI will make systems of record more important as customers will soon be able to pipe the system's data into an AI agent and skip the AI-native app. An incumbent system of record working with a general agent will be enough to get the work done. The incumbents have an incentive to control and charge for access to their data, and also to push their own agents forward. The vertical AI-native company has to perform a specific cross-system job better than an incumbent's purpose-built agent or a general-purpose agent that can reconstruct it from the underlying tools.
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