The next $100B buisness model in 2026 is AaaS (Agent as a Service).
Let’s just shorten it to AaS?
agentic software services
Claude Managed Agents
51–60 of 109 posts
Re: Claude Managed Agents
#52> With Managed Agents, you define outcomes and success criteria, and Claude self-evaluates and iterates until it gets there (available in research preview, request access here). It also supports traditional prompt-and-response workflows when you want tighter control. Call me stupid, but this sounds not like they want software developers to be around in a year or two.
But that's exactly what Dario Amodei (Anthropic CEO) wants.
Re: Claude Managed Agents
#53This 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
Exactly my thoughts, AWS is due for a large rewrite/ground up rewrite from first principles to be able to fully utilize LLMs/agentic capabilities.
yeah, alot of the services dont make as much sense
Re: Claude Managed Agents
#54Reminder that Anthropic's goal is to sell you more tokens...
Re: Claude Managed Agents
#55I assume Mythos, if ever released to the wide public at all, will only be available in the Claude cloud harness. (Not counting special enterprise and government contracts naturally.)
Re: Claude Managed Agents
#56I'm suspicious that this is going to lead to optimal orchestration ... or rather, that open source won't produce a far better alternative in time. The best performance I've gotten is by mixing agents from different companies. Unless there is a "winner take all" agent (I seriously doubt it, based on the dynamics and cost of collecting high quality RL data), I think the best orchestration systems are going to involve m…
My fear is that this is going to lead to an optimal orchestration language. For example, that Claude switches to Sumerian for all communication between agents. One thing is if they try to silo like that, but my real fear is that it may actually perform well.
(Not sure if it would be Sumerian, Esperanto or something more artificial. As long as it is esoteric enough for one company to hoard all the expertise in it.)
Re: Claude Managed Agents
#57I 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?
Probably never. There are a couple reasons: 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 reaso…
> 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
|Segment |Median Enterprise Price |
|--------------------------|------------------------------------------|
|Mid-market |~$175/user/month |
|Enterprise (So for a lot of companies, it's worth using AI to create a replacement.
Re: Claude Managed Agents
#58I suspect this is effectively programatic access to the same infrastructure used by Claude Desktop when it needs to run jobs in the cloud on the Anthropic servers... with added configurability and observations.
In other words, it is designed for companies to build on top of the Anthropic platform. Fo example, you are a SaaS and you want to build a way of running agents programatically for your customers, they basically offer a solution. It is not for personal use although you can certainly do so if you are prepared to pay the price for the API.
The downside is obviously this is locked to Anthropic models.
The other downsides is that the authentication story at the moment is underwhelming, hacking, and dare I say, insecure. I have a few reservations.
We already have this platform and I am putting together and open-source example how to create your own version of this.
Anthropic models are great but there are plenty of open-source models too and frankly agents do not need to run like claude code in order to be successful at whatever they need to do. The agent architecture entirely depends on the problem domain in my own experience.
Re: Claude Managed Agents
#59I'm suspicious that this is going to lead to optimal orchestration ... or rather, that open source won't produce a far better alternative in time. The best performance I've gotten is by mixing agents from different companies. Unless there is a "winner take all" agent (I seriously doubt it, based on the dynamics and cost of collecting high quality RL data), I think the best orchestration systems are going to involve m…
My fear is that this is going to lead to an optimal orchestration language . For example, that Claude switches to Sumerian for all communication between agents. One thing is if they try to silo like that, but my real fear is that it may actually perform well. (Not sure if it would be Sumerian, Esperanto or something more artificial. As long as it is esoteric enough for one company to hoard all the expertise in it.)
I've seen Antigravity outputting chinese characters in its thinking traces from time-to-time.
I also remember chinese being discussed as a potential orchestrating language but I don't remember the sources, so 100% anecdotical.
Re: Claude Managed Agents
#60Earlier quoted context omitted.
Probably never. There are a couple reasons: 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 reaso…
> 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 |Segment |Median Enterprise Price | |--------------------------|------------------------------------------| |Mid-market |~$175/user/month | |Enterprise ( Enterprise contracts almost always includ…
> So for a lot of companies, it's worth using AI to create a replacement.
I'll add the nuance that those might be big companies with slack capacity, or at least firms that already are at a point in their effort/performance curve where marginal effort injections in their core business are not worthy enough (a point that, without being big companies, would be actually weird). Even with AI and as processes become more efficient effort is at premium, and depending on your firm situation an man-hour used in your business might be a better use of effort and time that using it on non-core services.