Statement
Software for Agents
- The next trillion users on the internet are projected to be AI agents rather than humans.
- Current agent activities include browsing the web, conducting research, making purchases, and managing legacy CRMs.
- Existing infrastructure is ill-suited for agents because it was designed for humans using visual interfaces, resulting in slow, inconsistent, and brittle interactions.
- A new software foundation is required that replaces visual elements (forms, buttons, dashboards) with machine-readable interfaces such as APIs, MCPs, and CLIs.
- Successful agent software requires thorough documentation to enable autonomous discovery, signup, and immediate usage without human intervention.
- Market disruption will likely come from startups building "agent-first" software rather than incumbents attempting to bolt agent support onto existing products.
- The primary investment opportunity identified is building the software infrastructure that agents depend on, rather than building agents themselves.
- The speaker invites founders building software explicitly for agents to initiate contact.