Agent infrastructure is where spend happens — and incumbents have no path in
matt_slotnick · x · 2026-09-10
The author notes agent work happens in specific infrastructure layers where spend is concentrated. Beyond inference, a blossoming ecosystem of agent-supporting infrastructure products is emerging, one in which existing systems play no part and have no credible path into.
Related event: Investors Debate: SaaS Risk Is Not Extinction but Missing the Agent Layer(24 posts)→
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