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This is going to grow into a sophisticated platform, and is what will eventually compete head on with saas. I dont think companies will build their own agents, aside from looping in tools. As the models improve, there will be less hand holding. This could end up competing with AWS/GCP
Originally I thought they would stick towards being a model provider mainly, but with all the recent releases it seems they do want to provide more "services."
Wonder what part of the market 3rd party apps will build a moat around?
To score a big IPO they need to be a platform, not just a token pipeline. Everything they’re doing signals they’re moving in this direction.
This is going to grow into a sophisticated platform, and is what will eventually compete head on with saas. I dont think companies will build their own agents, aside from looping in tools. As the models improve, there will be less hand holding. This could end up competing with AWS/GCP
What exactly makes you think that AWS & co. don't have already two competing Agents-as-a-Service Platforms at any time?
But beyond that, AWS is a very complex platform. Agents simplify saas, the agent itself manages the api calls, maybe the database queries, more of the logic. As software moves into the agent, you need less cloud capability, and a better agent harness/hosting. Essentially, this makes the AWS platform obsolete, most services make much less sense.
I wonder how long until Claude/OpenAI eat a lot of the current AI/Agent SaaS's lunch. Originally I thought they would stick towards being a model provider mainly, but with all the recent releases it seems they do want to provide more "services." Wonder what part of the market 3rd party apps will build a moat around?
I wonder how long until Claude/OpenAI eat a lot of the current AI/Agent SaaS's lunch. Originally I thought they would stick towards being a model provider mainly, but with all the recent releases it seems they do want to provide more "services." Wonder what part of the market 3rd party apps will build a moat around?
1. We pay for saas, so we don't have to manage it. If you vibe-code or use these AI things, then you are managing it yourself.
2. Most Saas is like $20-$100/month/person for most Saas. For a software engineer, that maybe 3. Most Saas require some sort of human in the loop to check for quality (at least sampling). No users would want to do that.
Number 2 is the biggest reason. It's $20 a month.... I'm not gonna replace that with anything.
Writing this message already costs more than $20 of my time.
I predict that the market will get bigger because people are more prone to automate the long-tail/last-mile stuff since they are able to
FWIW- IMO, being locked into a single model provider is a deal breaker.
This solution will distract a lot of folks and doom-lock them into Anthropic. That’ll probably be fine for small offices, but it is suicidal to get hooked into Anthropic’s way of doing things for anything complex. IME, you want to be able to compare different models and you end up managing them to your style. It’s a bit like cooking- where you may have greater affinity for certain flavors. You make selection tradeoffs on when to use a frontier model on design & planning vs something self hosted for simpler operations tasks.