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CRMMSFTSubstantive discussion · 3/5Save idea

Non-developer agents dwarf the coding market

The guest argued that the market for AI agents serving non-technical business functions is ten times larger than the highly contested developer coding market.

The argument

While developer tools like Claude Code get significant attention, the guest believes the real volume lies in automating repetitive workflows in finance, sales, corporate development, and data science.

The thesis, stress-tested
✓ What validates it
  • Enterprise software giants reporting rapid revenue growth from non-developer agent seats
  • Surge in corporate spending on multi-agent workflow automation platforms
▸ Risks discussed
  • Non-technical workflows may be harder to standardize and automate than structured code
  • Enterprise adoption of agentic workflows may face steep security and compliance hurdles
Hear it yourself
"You see what's happening, right? But it There has to be more money than just code, codex, claw codes. It's not about code. That's the main thing. The money, at least in non advertising I'm I'm not talking about advertising revenue. In non advertising subscription or usage based revenue, the money is in whatever is the frontier. Today, the frontier is about going out there and doing things for you. Do you not think then that there will be a 100 to $200,000,000,000 advertising business for OpenAI? Yet to be proven. Let's work through the categories of advertising. Who's the number one advertiser on Google? Amazon."
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