Investor Martin Tobias: Wrappers Will Be Crushed, B2B AI Harnesses Are the Bet

VC Martin Tobias argues that thin model wrappers will inevitably be crushed by frontier labs, while B2B agent harnesses retain durable value, making them the best investment of the next 20 years.

2026-11-02 ~ 2026-11-02 · 2 related posts

• Wrappers are prompts, harnesses are bodies: a VC's thesis on B2B agent infrastructure — MartinGTobias · 2026-11-02
• VC Martin Tobias: wrappers die, B2B harnesses will be the best bet for 10-20 years — MartinGTobias · 2026-11-02