The next generation of software may lack traditional user interfaces. Instead, they will be 'API-first' or 'agent-first,' integrating directly into existing workflows like Slack or email. Software will increasingly 'visit the user' rather than requiring the user to visit a dashboard.

When consumers deploy automated agents to bombard companies like Comcast with service requests, those companies will have no choice but to respond with their own agents. This will create a new layer of automated, agent-to-agent economic interaction.

An API is no longer enough; it must be optimized for AI agents. This means enabling high-volume calls and structured outputs that AI can easily consume. New agentic products will be built on the most accommodating platforms, leaving others behind.

DoorDash is building its own AI agent while allowing third-party agents like Muse to operate on its platform. This dual strategy exposes a core conflict for businesses: build a proprietary agent to own the customer relationship and data, or risk being disintermediated by more universal, external agents.

Karpathy's home automation agent ("Dobby") replaced six different apps by interacting directly with smart device APIs. This suggests a future where users interact with a single agent, and software products must expose agent-friendly APIs to survive, as their bespoke UIs become irrelevant.

Users prefer a single, context-aware agent for all online tasks. WebMCP facilitates this "Bring Your Own Agent" (BYOA) approach, making it superior to siloed, in-app agents that force users to interact with a vendor's specific tool, fragmenting their workflow and context.

The next evolution of the internet will involve infrastructure and products built exclusively for agent-to-agent interactions. This new paradigm will redefine industries like e-commerce and reservations, shifting from human-centric interfaces to a high-frequency economy where agents transact directly with each other.

Soon, AI agents will make purchasing decisions for humans, creating a new economy that will dwarf human traffic. Businesses must shift from optimizing a "pixel-perfect" UI for humans to a "bits-perfect" platform for agents, focusing on API clarity, data structure, and overcoming agent biases.

Similar to how mobile gave rise to the App Store, AI platforms like OpenAI and Perplexity will create their own ecosystems for discovering and using services. The next wave of winning startups will be those built to distribute through these new agent-based channels, while incumbents may be slow to adapt.