💯 the system of record is shifting to unstructured data + CoT/context. Also agree that the real leap is "the logical next step is to move planning and orchestration from people to the system itself". I just think it is going to take a while because most real-life reward functions are poorly defined or play over a longer duration than what agents currently can handle due to window limitations.
As a person not very competent on the subject, this article provoked a lot of insights for me. As an investor it both gives me a lot doubts where and if to put capital in this area are but also excitement for the future and how my workflow will change
Absolutely loved this, Matt! If “software is eating the world,” your article makes it clear that data is quietly picking its teeth. The future you describe flips the script: instead of humans poking at UIs, we’ll have agents negotiating over business objects while we sip our coffee. Here’s to a world where the best interface might just be no interface at all—just clean, actionable data and the agents that know what to do with it!
💯 the system of record is shifting to unstructured data + CoT/context. Also agree that the real leap is "the logical next step is to move planning and orchestration from people to the system itself". I just think it is going to take a while because most real-life reward functions are poorly defined or play over a longer duration than what agents currently can handle due to window limitations.
Yeah, definitely. There's a long runway but even getting a small fraction of the way there creates a lot of value in the interim.
As a person not very competent on the subject, this article provoked a lot of insights for me. As an investor it both gives me a lot doubts where and if to put capital in this area are but also excitement for the future and how my workflow will change
Absolutely loved this, Matt! If “software is eating the world,” your article makes it clear that data is quietly picking its teeth. The future you describe flips the script: instead of humans poking at UIs, we’ll have agents negotiating over business objects while we sip our coffee. Here’s to a world where the best interface might just be no interface at all—just clean, actionable data and the agents that know what to do with it!
Loved this piece, Matt — you nailed the collapse of UI and the rise of agents.
One layer deeper:
If the UI disappears, do workflows dissolve too?
Do orgs built around them begin to atomize?
What happens to incumbent SaaS platforms?
What replaces the coordination fabric?