My First Million cover image

I dropped out of college and built a $3.6B company from scratch

My First Million

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Agents Increase Enterprise Software Usage Not Replace It

  • Aaron Levie argues agents will amplify usage of existing enterprise software because agents need access to the same guarded data and workflows those systems already provide.
  • Enterprises require deterministic software with permissions, access controls, and guardrails so agents can't rewrite core ERP or CRM data.
  • Rather than replacing incumbent systems, agents will make certain categories more valuable by enabling far more activity inside them.
  • Monetization will likely be consumption-oriented (headless) as usage from agents grows.
  • The net effect is not widespread replacement by quick "vibe coded" prototypes but increased demand for reliable enterprise platforms.
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