Wrappers are prompts, harnesses are bodies: a VC's thesis on B2B agent infrastructure

MartinGTobias · x · 2026-11-02

Martin Tobias of Incisive Ventures lays out his thesis: a wrapper is essentially a complex prompt, thin relative to what the LLM contributes. A harness gives the brain a body — the job (workflow, proprietary data, integrations, guardrails) plus the scaffolding (tools, memory, evals, orchestration) that let an agent finish multi-step work. Two investable properties: model-agnostic (swap Claude for GPT/Gemini and the company still works) and owns the customer relationship. Both leading labs use the term: Anthropic describes the harness around Claude (progress logs, git checkpoints, end-to-end testing), and OpenAI calls the Codex agent loop its "harness". Context: the pervasive fear that every OpenAI feature launch kills a hundred startups overnight.

Related event: Investor Martin Tobias: Wrappers Will Be Crushed, B2B AI Harnesses Are the Bet(2 posts)→

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