“In the current format, SAS companies will just become systems of records. So you had the database, which got obsolete because of a SAS platform, which is just crud on this database, but interesting crud on this database. Now, SaaS platforms I think are the new databases, which is systems of records. System of execution will be more these agentic systems.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Rohit Agarwal
PredictionOpen · timeframe Mar 2031
Agarwal: AI operational spend will surpass traditional cloud DevOps spend
“So will AI spend surpass cloud spend? I a hundred percent believe that, which means that the AI ops spend surpasses DevOps spend. It's bound to happen.”
Rohit AgarwalMar 19, 2026▶ 16:21Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
AssertionNot checkable as stated
Agarwal: Claims that 80% of code is AI-written are accurate
“There are so many companies coming out and saying, 80% of all of my code base today is written by AI, and that is truth, and that's what we're seeing everywhere as well.”
Rohit AgarwalMar 19, 2026▶ 34:14Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Opinion
Agarwal: Anthropic's Claude Code is killing the standalone vibe coding startup market
“It is killing that market. I think there is, that market is now finding its own niches, and Anthropic clearly realized that if 50% of my API revenue is going to come from vibe coding, they will Claude code and be like, I can still build the best vibe coding sy…”
Rohit AgarwalMar 19, 2026▶ 41:23Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Insight
Agarwal: AI startups must prove they offer better returns than backing Anthropic
“And I've heard this in conversations where a VC would be like, do you, do I invest in startups, which is like a risky business and I'm still getting a 10 X return or do I just put my money in Anthropic and I'll just get a 10 X return without doing any work. So…”
Rohit AgarwalMar 19, 2026▶ 43:52Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
AssertionNot checkable as stated
Agarwal: Enterprise software budgets have stalled entirely outside of AI initiatives
“Like if you're going and asking for a 100,000 budget or a 500,000 budget, except AI, there is no spend happening in any other software category.”
Rohit AgarwalMar 19, 2026▶ 1:02:54Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Opinion
Rohit Agarwal: Retool is no longer very popular
“Retool is no longer very popular, but we were heavy users of it, like in 20, 20, 21.”
Rohit AgarwalMar 19, 2026▶ 8:38Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 300 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.