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– @signulll’s post critiques Aaron Levie’s vision of API-first software for AI agents, arguing it risks commoditizing many companies by shifting value to composing layers like agents, which could replicate business logic via prompts and tool calls.
– Levie counters that durable moats lie in business logic, data governance, security, and user workflows requiring human verification, predicting network effects will eventually stabilize architectures amid current experimentation.
– The thread highlights tensions in AI-driven software evolution, with replies noting open-source agents could accelerate deflationary pressures, while regulated or stateful APIs (e.g., financial rails) retain defensible value.
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