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: Investor Matt Slotnick: The Agent Layer, Not a Slowdown, Is the Real Threat to SaaS(17 posts)→

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