The a16z Show · Tuesday, July 7, 2026
The fundamental assumption of enterprise software being built for human users is being challenged by the rise of AI agents. This shift impacts how software is built, where value resides, and the difficulty in replacing established platforms like Salesforce and SAP.
“for decades, enterprise software has been built around one assumption. Humans are the primary users. But what happens when AI agents become the ones reading data, updating records, and completing workflows?”
“That shift raises a much bigger question than whether software gets a new interface. It challenges how enterprise software is built, where value lives, and what makes platforms like Salesforce and SAP so difficult to replace.”