I don’t want to buy your software anymore. I don’t.
Here’s why:
- You are making me manually input data
- You aren’t using AI to automate my life
- You won’t let me try for real before I buy
- You don’t ship new AI features every week
- You want me to sign a long-term contract when I’m not some huge enterprise
- You make me talk to someone in sales that can’t even vibe code a website
- I can’t just talk to your software like I talk to Replit, ChatGPT, Claude, etc. Why not? Why can’t I just tell it what I want to do?
I don’t want to buy old software anymore. Not unless I have to.
This was the mindset we had while building saas products - give smaller cos access to the same tools/workflows/channels that an enterprise gets custom-built (think marketing campaigns). Building was mostly figuring out "enterprise solutions" -> "self serve features". Now w/ AI!
The corollary is that because of AI agents, every small business and entrepreneur now has the resources of a Fortune 500 at their disposal.
Technology has always been about producing more abundance and better access to a given resource. We’ve done this with software for decades from mainframe to client-server to cloud. Each of these periods made technology 10-100X more accessible to more businesses.
AI does the same now for all areas of knowledge work.
Why is high end coding only available to a microscopically small set of companies in the world? Why are the vast majority of companies unable to afford great advertising? Why do only a small subset of companies get great legal advice, software security, research, and almost every other domain of knowledge work? AI brings all of these capabilities to companies of all sizes.
The biggest opportunities in AI agents are figuring out what resources have most companies always wanted but never been able to afford or find before.
The corollary is that because of AI agents, every small business and entrepreneur now has the resources of a Fortune 500 at their disposal.
Technology has always been about producing more abundance and better access to a given resource. We’ve done this with software for decades from mainframe to client-server to cloud. Each of these periods made technology 10-100X more accessible to more businesses.
AI does the same now for all areas of knowledge work.
Why is high end coding only available to a microscopically small set of companies in the world? Why are the vast majority of companies unable to afford great advertising? Why do only a small subset of companies get great legal advice, software security, research, and almost every other domain of knowledge work? AI brings all of these capabilities to companies of all sizes.
The biggest opportunities in AI agents are figuring out what resources have most companies always wanted but never been able to afford or find before.
It’s crazy how much AI Agents are going to change the core premise of software.
Since the beginning of the industry, software has been something that enables people to do their work. We’ve spent decades building features that make people incrementally more productive when using the technology. Every feature has been in service of extracting a few percentage points of productivity improvement.
But no matter how many features get built, software before AI was ultimately still bound by how fast the human using the tool was able to do their work. Word processing or coding was always constrained by the upper limit of how fast you could type what you wanted. Contract software was constrained by how quickly you could review a document. Sales tools were limited by your ability to add, review, or interact with clients.
AI Agents flips this on its head. The new paradigm of software will soon be about AI Agents doing work for you, with humans used to plan, review and orchestration step in the process.
Think about the impact of this. Now, all of software is effectively unbounded by the speed at which humans work. Or, better yet, even their availability in the first place.
You can already see how this workflow is shaping up, mostly notably starting with AI coding. The new AI coding workflow often is to have an AI Agent generate some small or large chunk of code based on your prompt, and then you go through and review its work, often making a few changes and fixes in the process. In most cases this accelerates what you’re building meaningfully. Of course there still are plenty of bottlenecks elsewhere in the process, so you don’t capture all the productivity improvement, but you get a major jump. And these are just the early days.
We’re also starting to see similar output improvements in other areas of work. Deep research will take work that used to take a few hours or days for an analyst and compress it into minutes. AI Agents that review contracts or generate proposals equally compress this much time as well. The workflows are all the same: send a task to an AI Agent, review the output and incorporate it into your work.
The biggest impact is how we will need to think about and design software in the future. The tools that start to emerge (or that are reinvented) are no longer focused on how humans can become incrementally more productive in our work; instead, tools will be optimized for how we interact with AI Agents to make *them* orders of magnitude more productive and effective. This is about software the supports the planning, review, orchestration, and consumption of AI Agents’ work.
This is truly a new paradigm of software that’s emerging.
Most startup or business advice is useless. There are no prescribed paths to success. Think from first principles and do what’s best for your situation.
Last 2 years have been spectacular for @zerodha. Lucky to be at right place right time, ready with products & initiatives when there was a surge in retail participation. With success, what I say gets valued more 😬Here are a few questions that we get asked frequently 1/11