Levie 这条的核心判断很大胆:agent 使用软件的频率会是人的 100 倍。一个 agent 任务拉取的数据量,可能比一个用户一个月摸过的还多。
这意味着企业软件需要五样新东西:agent 行为的护栏、权威数据源、日志和审计、人机协作接口、以及适配 headless 交互的商业模式。
他的结论:能把平台改造成支撑 headless agent 交互的公司——同时商业模式和技术架构都跟得上——才会赢。
Levie 说,agent 使用软件的频率将是人的 100 倍。
这意味着需要大量的护栏来防止 agent 泄露数据或修改错误信息,需要权威数据源供 agent 使用,需要对 agent 行为进行日志记录和审计,需要通过这些系统与人协作的能力。
一个简单的 agent 任务拉取的数据可能比一个用户一个月接触的还多。因此,很多软件品类一旦转向 headless 模式,使用量和价值都会大幅上升。
能够转向支撑这些 headless 交互的平台——拥有合适的商业模式和技术策略——将在未来占据最佳位置。
Levie's core thesis: agents will interact with enterprise software far more intensely than humans ever did. A single agentic task could pull more data than a human user touches in a month.
This creates five new requirements: guardrails on what agents can do, authoritative sources of truth, logging and auditing, human-agent collaboration interfaces, and a business model that works for headless interactions.
His conclusion: platforms that can move toward powering headless agent interactions — with the right business model and tech strategy — will be in the best position.
Agents will use software 100X more than people.
When that happens, there's a huge need for guardrails on what the agents are doing so they don't leak data or change the wrong information, authoritative sources of truth for them to work with, logging and auditing of what they're doing, the ability to collaborate with people through these systems, and more.
A simple query on any given agentic task could pull in more data than a user touches in a month. As a result, lots of categories of software that when it goes headless the usage and value go up substantially.
The platforms that can move toward the model of powering these headless interactions, and have a business model and technology strategy to support this, will be in the best position in the future.