a16z 请来 Steven Sinofsky 聊企业软件的真实战局：无头软件、SAP 为什么死不了、MCP 服务器像微软中间件复刻，创业机会在长尾。
Steven Sinofsky 在 a16z 播客中解读“无头软件”概念，并以 Salesforce Headless 360 为例说明其变化。他指出企业软件的粘性极强，SaaSpocalypse 被夸大，遗留系统如 SAP 和保险软件难以替代。讨论还涉及 MCP 服务器兴起，以及智能体时代初创公司的最大机会在于处理长尾自动化。
The Future of Enterprise Software with Steven Sinofsky Seema Amble, Steven Sinofsky, and Elena Burg...
The Future of Enterprise Software with Steven Sinofsky Seema Amble, Steven Sinofsky, and Elena Burger sit down to cover what headless software actually means, why enterprise stickiness is harder to kill than anyone thinks, and where the real opportunities are for startups building in the age of agents. 1:00 Intro to the episode and guests 1:58 What is headless software and what changes does it introduce 2:17 Salesforce Headless 360 announcement unpacked 9:49 Historically, what made software sticky 15:26 Steven's "The Death of Software, Nah" essay and why the SaaSpocalypse is overblown 17:11 Why legacy systems like SAP and insurance software are truly irreplaceable 26:04 Why enterprise software's two most-used features are "export to Excel" and "export as CSV" 29:25 The challenge of context, permissioning, and edge case handling for agents 35:07 Is automating the long tail the hardest problem in enterprise AI 36:54 Why productivity gains always create more work, not less 45:31 The rise of MCP servers and history rhyming with the Microsoft middleware era 52:20 Biggest startup opportunities in the agentic software landscape @stevesi @VirtualElena @seema_amble Your browser does not support the video tag. 🔗 View on Twitter Seema Amble @seema_amble x.com/i/article/2054… 🔗 View Quoted Tweet 💬 6 🔄 5 ❤️ 54 👀 15894 📊 11 ⚡