The Sequence Opinion #856: The Salesforce of agents won't be Salesforce, The Google of agents won't be Google

Building software for the agentic economic.

For the first few decades of the internet, software had a reasonably stable assumption baked into it: the user was a human.

A human had eyes, a browser, a mouse, a password manager, a credit card, an email address, a tolerance for modal dialogs, and a finite amount of patience. The entire SaaS and consumer internet stack grew around this shape of user. Search engines ranked pages for humans. E-commerce sites optimized funnels for humans. CRMs tracked human sales reps selling to human buyers. Identity systems authenticated humans. Analytics systems measured human clicks, human sessions, human conversions.

Then we started building AI agents.