Rangwalla: Agent Harnesses Are Transitory Before Mobile AI Super Apps
Jaimin Rangwalla · Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea · May 15, 2026 · at 23:41
Coatue CIO Jaimin Rangwalla analyzes the usability friction of early agent frameworks like OpenClaw and predicts the eventual product form factor.
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“To me, it's just an intermittent state. I don't think that you're going to have it where You got to go home. You got to hook up all these connections to your claw because today you still have to give it access to Gmail and this and that. There's going to be a big opportunity for someone to just say, oh, here's your phone. Here's the app. This is your super app. This now allows you to connect to everything that you have, and you can just ask this app questions, and it is going to be the super app for you.”
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