The Ledger
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Sreenivas: AGI will not replace software because agents still need infrastructure
“I think even once you have AGI, all our AGI agents are going to need somewhere to store work and pull information from and reason about things. So I think, you know, a certain class of SaaS companies that were solely built for people to do work might face a bi…”
Sreenivas: AI application companies may eventually evolve into vertical model labs
“I think there will always be a space for application layer companies. Maybe in the longterm application layer companies just become labs for specific verticals, you know, because your primary product ends up being The models that are just really good at doing …”
Sreenivas: Surrounding Infrastructure Will Be Primary Enterprise AI Need for Years
“And so I think for the next few years, that's probably going to be you know, the primary thing that these models need to be able to work.”
Sreenivas: AI coding startups use developer models heavily but still hire aggressively
“All the AI coding startups are hiring like crazy. You know, they're like the most sophisticated users, presumably, of these models, and they are hiring like crazy.”
Sreenivas: AI Agents Will Not Eliminate CRMs or Auxiliary Software
“Now, to the point of, Does that mean CRMs go away? I mean, my answer is no, because if you had you know, if you have a company today where your concierge is a human being, they still write your info on a CRM so that they can track it for later. So, and I think…”