Investor: the existential threat to app-layer software is the emerging agent layer, not stock swings
matt_slotnick · x · 2026-09-09
mattslotnick argues that the last 3 months of stock moves don't invalidate the existential challenge facing app-layer software: a new agent layer is emerging, and almost no incumbent has a good answer for it yet.
Related event: Investors Debate: SaaS Risk Is Not Extinction but Missing the Agent Layer(24 posts)→
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