Every other week the same debate comes back: agents kill everything vs systems of record survive. It's a fun debate. It's also the wrong one. The better question: do entirely new systems of record emerge? Systems of record for decisions, not just objects. And do those become the next trillion-dollar platforms?

Hypothetical: 1. Anthropic ships a sub 200ms latency voice model with native tool calling 2. the entire category of customer support / voice agents for "x" collapses (decagon, cresta, eleven, vapi, giga). 3. Zendesk / Intercom/ Salesforce do basic integrations. Ledgers like Oracle, Salesforce, ServiceNow etc will probably be fine and integrate or acquire the top. LPs are unsophisticated - institutional money is desperate for AI exposure. Founders have been cashing out on secondaries for Series A/Bs bc they're aware

An AI-native slack will be an agent orchestrator that: - has hooks that makes it super simple for third party agent companies to build on top of - integrates with MS teams or slack so you don’t force customers to migrate away from the network effects of shared channels - make work comms feel more similar to email than it does slack (ephemeral) Excited for smart folks like Ando (@saraduit) and Glue (@EvanAndrewOwen) tackling this