Jerry Liu分析了人类使用软件的趋势和公司策略，指出代理在软件使用中的角色。
人类更可能使用软件而非仅通过代理应用工作。软件可通过座位费和API调用信用收费。维护和改进软件需要大量工作，DIY系统记录会消耗人力或代币成本。预测将有两种公司：一是愿意成为API的公司，二是收费高昂的API访问公司。第一类公司因更适应代理而具有优势。
I'm actually curious if it's that scary to be in the #1 camp * I still think humans will use softw...
I'm actually curious if it's that scary to be in the #1 camp * I still think humans will use software instead only doing work through agent apps. So humans will continue to use SaaS through the UI and agents will use SaaS through the APIs * as other folks have mentioned in the comments, users likely won't do general agentic work through this software, but they'll make use of specialized agents for specific tasks * software can charge per seat and also with a credit allocation on API calls * It takes real work to maintain and improve software that's good enough to run your production workflows through it. If you DIY your own system of record, you'll be eating human or token costs trying to maintain it for your evolving needs, which is basically the same thing as paying a subscription Rhys @RhysSullivan My rough prediction here is there's going to be two types of companies: 1. Companies that are ok with basically being an API - they expose an MCP, skills, embrace your agents 2. Companies that charge a ton for API access, try to get you using their own agents, Companies will gravitate to #2 because being API only is scary / feels very replaceable opening opportunities for #1 companies to replace them because they're more agent native I don't have a good answer for what the moat is for #1 companies but it's how I want to be using software 🔗 View Quoted Tweet 💬 1 🔄 0 ❤️ 5 👀 1397 📊 2 ⚡