Interview, Fireside Chat
Agent Experience: Building an Open Web for the AI Era
Market Thesis: AI acts as the primary disruptor for the web, driving two predictable shifts: accelerating the volume of code/content creation and enabling "UI 2.0" (fundamentally new, creative experiences impossible previously).
- Cost Convergence: The marginal cost of creation (code, assets, video, 3D) is converging toward zero, removing previous economic barriers to complex media like WebGL and 3D rendering.
- Predictability: No industry participant predicts slower development; the consensus is that AI will universally increase throughput.
Strategic Pivot to AX (Agent Experience): Netlify is shifting its core philosophy from DX (Developer Experience) to AX (Agent Experience), defined as the holistic interaction between autonomous agents and the web platform.
- Definition: AX extends Don Norman's UX concept to agents (AI systems) that write code, generate assets, and collaborate with humans.
- Goal: Prevent the web from becoming a "content repository" for walled-garden AI platforms (like TikTok) by making the open web the native, preferred environment for AI agents.
- Interoperability: The web must support agents interacting with pages in various modes (e.g., data extraction, screen-reader style, or full interactive rendering) without requiring closed ecosystems like Flash.
Current Usage Metrics & Trends:
- Scale: Netlify now processes approximately 10,000 sites created daily via AI code generators (e.g., Bolt.new).
- Adoption Spectrum: Usage spans non-technical users (democratizing app building) to professional developers using AI to replace boilerplate and frameworks (e.g., using Cursor, Bolt, or Windsurf to skip
npxsetup). - Emerging Developer Base: AI tools are creating "new programmers" who learn by prompting and iterating on generated code, potentially adding 100 million new web developers over the next decade.
Technical Primitives & Architecture Evolution:
- LLM-Friendly Code: Developers are rewriting codebases (e.g., switching from React Hooks to Relayed single-file components) to expose more semantics for LLMs to reason about, improving "one-shot" generation accuracy.
- New Infrastructure Primitives: Traditional infrastructure is evolving to suit ephemeral, agent-driven workloads.
- Serverless Databases: Concepts previously considered "unnecessary" (scaling to zero) are now viable due to the rise of temporary, AI-generated applications.
- Ephemeral Apps: The ability to "fire up" an app to solve a specific problem is driving demand for infrastructure that supports instant creation and termination.
- Native Primitives: The web needs new native primitives to replace current "headless browser" and screenshot-based agent interactions, aiming for direct, structured agent-to-platform communication.
Future Outlook & Creative Potential:
- Creative Democratization: Lowered costs enable individual creators (e.g., TikTok creators, solo devs) to produce high-fidelity content (sci-fi epics, 3D tools) that previously required Hollywood budgets.
- Platform Choice: The objective is to ensure these new creative layers and agent interactions remain on the open web rather than migrating to closed AI interfaces.
- Skill Shift: Future development roles will bifurcate: deep-stack expertise for building core systems vs. "agent-prompting" and vision for the next 100 million developers.
Discipline & Standards:
- Netlify launched the "Resource Agent Experience Study" to foster cross-industry collaboration on defining standards for agent capabilities.
- AX is proposed as a formal discipline (similar to UX/DX) requiring intentional design of authentication flows, documentation, and primitives specifically for autonomous agents.