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3 quotes from 2 episodes on My First Million and 20VC with Harry Stebbings, each with a timestamped link to the source.
Aaron Levie argued that AI agents will increase the usage of existing enterprise SaaS platforms. To perform useful work, these agents require direct access to the data stored inside established systems.
AI agents will navigate enterprise systems to execute productive tasks and generate value.
“What happens when you have agents that are running around and they need to go do all this useful work in your enterprise…”
From Aaron Levie: AI Agents Will Drive 'Agentic Upside' for SaaS
Incumbent enterprise platforms will supply the precise data and permissions agents require to complete tasks. Aaron Levie observed that this access drives increased usage for established software.
“Well, the useful work they're going to do is going to require access to data that's inside these systems.”
From Aaron Levie: AI Agents Will Drive 'Agentic Upside' for SaaS
Future SaaS applications will place core business logic at the API level for direct agent consumption. Aaron Levie explained that software value will concentrate heavily in these headless usage models.
“The value goes more to the API layer…”
From AI's API Shift: Why Your Software Needs to Go Headless Now
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