Self-Serve Apps for ML Teams | Greylock

A New Cohort of Agentic Applications

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:

• Cloud companies targeted the software profit pool. AI companies target

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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:

• Cloud companies targeted the software profit pool. AI companies target the services profit pool.


• Cloud compa

... See more

- They focus on “day 1” value.

Before we know it, saying a product “uses AI” will seem as silly and obvious as saying a product “uses a database.” Today, the average developer might not know how a query planner works, but they definitely use a database. Similarly, we don’t expect the average developer in five years to know how a transformer works. But we guarantee they will know... See more

- They’re often vertical-specific.

Angel thesis around SMBs: A few of you know my personal interest in platforms and tools that empower SMBs and the general notion of AI providing small businesses some of the capabilities and advantages typically reserved for big businesses (making sense of data, security, marketing at scale, personalized experiences, etc…). Over time, we’ll see man... See more