agent

“It doesn't appear to me that if agents are connectors to the external world, you know, to me, that's a lot like an enterprise when people would build connectors to other apps and I just don't see it on this kind of exponential scale that we got, you know, as t…”

“On the enterprise side, I think what will happen is everybody will say, hey, in order for you to either action into my action space or to get data out of my sort of schema, so to speak, there is some kind of an interface to my agent that is licensed, so to spe…”

“Whereas in the enterprise, one is it's not winner take all. And two, it is going to be a lot more friendly for agentic interaction. So it's not like, for example, the per seat versus consumption. The reality is agents are the new seats.”

“That's probably where they'll all collapse, right, in the agent era, because if you think about it, right, they are essentially CRUD databases with a bunch of business logic. The business logic is all going to these agents.”