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The author observes that AI agents are becoming the primary users of business software, shifting focus from human UIs to agent-accessible APIs and tool schemas.
The tweet predicts that AI-era exchanges will shift to 24/7 operation, API-first design, and sub-second settlement, arguing that the next global exchange will emerge in Silicon Valley, not New York.
This article explores how AI agents are shifting software distribution from product-led growth to agent-led growth, highlighting open-source and API-first companies like Supabase, Resend, PostHog, and n8n that are benefiting from this trend.
Matt Webb and industry leaders like Marc Benioff predict a shift toward headless services designed for personal AI agents, where APIs replace GUIs as the primary interface. This trend could reshape SaaS pricing models and resurrect API-first strategies as a competitive differentiator.