agent substrates
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 17, 2026 by Jason Lemkin · across every show →
Everything said about agent substrates, oldest first
Jul 17, 2026 bearish
Lemkin: Claude's MCP capabilities threaten dedicated agent orchestration startups
“It is a threat to folks that are building these sort of agent substrates, which is that we, listen, every time we talk about our agents and stuff, a bunch of folks will tweet back or say, Hey, listen, I've got the substrate. I've got the, I've got a way to con…”