I'm actually curious if it's that scary to be in the #1 camp * I still think humans will use software instead only doing work through agent …

I'm actually curious if it's that scary to be in the #1 camp * I still think humans will use software instead only doing work through agent apps. So humans will continue to use SaaS through the UI and agents will use SaaS through the APIs * as other folks have mentioned in the comments, users likely won't do general agentic work through this software, but they'll make use of specialized agents for specific tasks * software can charge per seat and also with a credit allocation on API calls * It takes real work to maintain and improve software that's good enough to run your production workflows through it. If you DIY your own system of record, you'll be eating human or token costs trying to maintain it for your evolving needs, which is basically the same thing as paying a subscription My rough prediction here is there's going to be two types of companies: 1. Companies that are ok with basically being an API - they expose an MCP, skills, embrace your agents 2. Companies that charge a ton for API access, try to get you using their own agents, Companies will grav…

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Source: Jerry Liu (X) | 2026-08-26