AI agents are building a new infra layer that leaves existing enterprise systems behind
matt_slotnick · x · 2026-09-10
The author argues agents are where spend is heading, and a blossoming ecosystem of agent-supporting infrastructure is emerging beyond inference — one that existing systems play no part in and have no credible path into. Being disintermediated from agent work is a potential death spiral: you lack the right products today and can't learn what to build tomorrow.
Related event: Investors Debate: SaaS Risk Is Not Extinction but Missing the Agent Layer(24 posts)→
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