Zapier CEO Wade Foster and Andrew Warner discuss whether AI-assisted software generation will cause enterprises to replace commercial SaaS products with in-house builds.
Disclosure
Wade Foster: Zapier is rolling out AI coding tools to non-engineers
“This week now we are rolling out company-wide. We're getting everybody in every function, not just engineering. So like marketing, sales, accounting, HR, all set up on either cursor, cloud code, or codex. One of the three.”
Prediction Not checkable as stated
Foster: Zapier will likely always rely on external LLMs
“I think, you know, we will probably always depend on you know, external LLMs for large parts of this.”
Insight
Wade Foster: Marketing to AI purchasing agents requires entirely new skills
“The agent is actually choosing what products to buy on behalf of a human. And so you're no longer advertising to the human. You are trying to get the agent to say, pick me. And that is often a very different skill set than marketing to a human.”
Insight
Wade Foster: Companies are building plain-text webpages exclusively for AI agents
“Agents care a ton about, like, clean documentation, like, fast webpages, so, you know, it's like, the thing I'm seeing a lot of folks do is serve up a separate version of their webpage that is meant just for the agent, and so that content is, like, plain text.”
Prediction Not checkable as stated
Wade Foster: AI agent skills will become cheap commodities like WordPress themes
“I could see skills kind of having, like, a business model like that, where it's like, you could buy, you know, buy one for five bucks, 10 bucks, there would be a bunch of free skills out there. You know, it's, it feels kind of like a very commodity thing at a …”
Opinion
Foster: OpenAI's Agent Builder without Zapier is just a chatbot builder
“In fact, I would wager, if you're not using AgentBuilder with Zapier, you're probably using like a much It's basically just a vanilla chat, chatbot builder, is what this is.”