AI agents will dominate software selection
The guest argued that AI agents, rather than human users, will increasingly choose which LLMs and software vendors to use, shifting value to the agentic layer.
The argument
Jason Lemkin argued that agents are agnostic to human biases and will select market leaders with robust APIs, bypassing traditional SaaS workflows. This positions foundation model owners who control the agent harness (like OpenAI) for long-term lock-in, while benefiting infrastructure players that agents still require.
The thesis, stress-tested
✓ What validates it
- ✓Surge in API call volumes for headless agentic integrations reported by infrastructure providers
- ✓Public cloud providers reporting significant agent-driven traffic growth
▸ Risks discussed
- ▸Agents may become entirely agnostic and avoid vendor lock-in
- ▸High compute costs of running agentic workflows could limit adoption
Hear it yourself
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