Search results for Seema Amble
AI & Enterprise
Claudeforce raises question: Can vertical AI startups survive?
The launch of Claudeforce by Anthropic and Salesforce has intensified debate over who will win in AI-era software. Some argue incumbents controlling systems of record will stay ahead as customers connect Salesforce data directly to AI, reducing the need for new apps. Andreessen Horowitz partner Seema Amble says generic agents are separating interfaces from underlying systems, creating openings for vertical AI startups that outperform on specific tasks, build data assets and develop learning loops.
AI & Enterprise
AI agents drive expansion of software ecosystems built for AI, not humans
As AI agents spread, software designed for use by AI rather than people is expanding. Companies are moving toward headless software that lets agents access core functions through APIs and MCP without a user interface. Approaches differ, with Salesforce and ServiceNow opening platforms to third-party agents while SAP focuses on its own. The shift is emerging as a variable in enterprise software competition, alongside growing demand for forward-deployed engineers supporting AI adoption.
AI & Enterprise
Tech Insight: Headless software era raises new competitive advantage
Enterprise software companies such as Salesforce and ServiceNow are rolling out headless platforms designed for AI agents, drawing attention to how the software landscape may change. Andreessen Horowitz partner Seema Amble wrote that as agents read and write data directly, competitive advantage will shift away from UI-driven habits. She said hard-to-copy workflows, defensible proprietary data, ownership of an execution layer, real-world fulfillment and potential network effects will matter more.
