A post a startup founder recently wrote on social media is drawing attention. He titled it that Anthropic’s Claude killed his startup.

The author is Ira Bodnar (이라 보드나르), founder of ad-management automation startup Ryze AI. Ryze AI developed a service in which AI manages ads automatically if users grant access to Google and Meta accounts, and it has posted some results so far. Its deal close rate reached 70 percent. But after Claude and Manus, acquired by Meta, launched a Meta ads connector, the close rate sank to 20 percent.

Bodnar said, "Claude still cannot make changes in ad accounts and can only do analysis. It also has no access to Google ads. But it will be possible within a few months. What we are building now seems meaningless."

Bodnar said he analyzed major go-to-market categories and divided what will survive from what will disappear. CRM is holding up. He said, "Claude does not store customer data. The same goes for lead databases such as Clay, Apollo and RB2B. AI cannot directly collect 1,000,000,000 phone numbers and emails."

Outreach automation and outreach infrastructure, which help users make first contact with the outside world, are expected to disappear soon. He said, "If you tell AI, 'Send an email about my service to all YC founders,' it just executes. The day is not far off when agents buy domains and set up automation on their own."

The same is expected for ad creative tools. He said, "Within a few months, Meta and Google will generate creatives directly inside ad accounts. Some high-quality services for large advertisers will survive, but platforms for small and medium-sized businesses will be absorbed and integrated into platforms."

Bodnar also offered an outlook on marketing and distribution in the era of agents. He said MCP, short for model context protocol, which connects LLMs with external services, is expected to become a new app store. He said, "If Claude selects tools through MCP, users do not even get a chance to compare alternatives. It resembles the time when the iPhone App Store opened in July 2008."

He also saw strong potential for advertising inside LLMs. He predicted that a company will emerge that builds an ad network connecting thousands of chatbots, as Google linked websites. He also highlighted AI-to-AI sales. He said, "Transactions between AIs will break companies’ existing strategies. AI agents read documents, compare specifications and analyze prices. They do not watch demos or get impressed."

Still, he said he cannot be only pessimistic. Ryze AI is also trying to transform in line with change. Bodnar said, "We started pivoting aggressively from a few weeks ago. Now we are building complex workflows for large ad agencies that manage hundreds of accounts. We also sell an AI-based ad agency service to small and medium-sized businesses."