LLM agents: the next platform shift in B2B software
The New Business of AI (and How It's Different From Traditional Software) | Andreessen Horowitz
Martin Casadoa16z.com
arguably, every software company could be an AI agent company
With Generative AI’s budding reasoning capabilities, a new class of agentic applications is starting to emerge.
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
- Cloud companies targeted the software profit pool. AI companies target the services profit pool.
- Cloud compa