Matt Biilmann is the co-founder and CEO of Netlify. He discusses how agentic AI software tools will expand the global developer population.
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Biilmann: AI agents will likely reduce Salesforce to a system of record
“But they definitely feel it very strongly as like the biggest threat to them to be reduced to that system of record and not the actual like workflow platform. And I think that's pretty likely what would happen, right?”
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Biilmann: Build vs buy equation will shift toward custom internal apps
“I think it's a balance that will really start tipping, right? Like where today, if you're a company and you have a specific business need, hiring a development team to build, deploy, operate an internal application just for you to solve that business need, the…”
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Biilmann: AI custom apps will challenge enterprise SaaS within five years
“And now my timeline is more like five years and 15 years before it's going to be like really relevant.”
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Biilmann: AI agents are 15-20 years away from maintaining complex software infrastructure
“And then you could speculate, can the agents maintain it? But I think. I think that, that then we are definitely in a 15, 20 year horizon before, before they could be relied on for anything like that.”
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Biilmann: Figma faces existential revenue threat without end-to-end AI building tools
“But if Figma doesn't manage to connect that to the full end to end chain of prototyping and building and so on, then this could be a pretty existential threat. To companies like that over time, or at least like a threat to their current revenue model”
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Biilmann: Chat Prompting Will Never Deliver Differentiated E-Commerce Experiences
“If I follow a link and I land on an e-commerce from like a large brand that's trying to really differentiate themselves and be something different, right? Like I definitely just, I wouldn't want just to have some box saying like, you come up with what you want…”