VC Martin Tobias: wrappers die, B2B harnesses will be the best bet for 10-20 years
MartinGTobias · x · 2026-11-02
Investor Martin Tobias frames it as: if the model changes tomorrow, what's left of your company? For a wrapper, almost nothing; for a harness, everything. In his essay he explains why he passed on LLM wrappers and is all in on B2B harnesses as the best investment category of the next 10-20 years.
More from coding & agent
- Flock: A New iOS App for Running AI Coding Agents, Built on a t3code Fork — seatedro · 2026-11-03
- WhatIf: 10,000+ steerable LLM agents form a flight simulator for policy — scyrusk · 2026-11-03
- LLMs solving math gets all the hype, but their new infrastructure patterns for reliable software go unnoticed — StewartalsopIII · 2026-11-03
- Vibe coding's 5-year leap: from a GPT-3 React button demo to an Opus 5.5 three.js world — bennash · 2026-11-03
- Stripe's Link Agent Wallet lands in Merge Agent Handler: agents pay without seeing card details — shensi · 2026-11-03
- Ask Your Agent to Reverse-Engineer HTTP Calls Into a CLI, Skip Slow Computer-Use — vivekhaldar · 2026-11-03