Jaeden Schaefer

The more you pay, the more tokens you get.

We have a bunch of like apps and tools you can use.

And if you use them a lot, you pay a lot.

If you use them a little, you can be on a low subscription tier and pay a little for them.

Jake Sapper, who's the general partner at Emergence Capital, he's kind of trying to frame the shift that's going on right now.

And he's like just showing you what it looks like through the lens of developer tools.

So he pointed to the contrast between cursor and cloud code as kind of where things are going.

He said one owns the developer's workflow, the other just executes the task.

um which i think is basically shows that increasingly developers are choosing execution over process right like they don't just want you to own the workflow they want you to actually get the thing done which is what cloud code is doing really really well right now it's the number one tool we use at ai box so the shift i think that we're seeing right now is a lot of big implications if agents are doing the work then a lot of the traditional kind of workflow stickiness is becoming a lot less relevant in the past getting humans to operate inside of your software

was a pretty powerful moat.

Now, if an agent can perform the task directly, then owning the human interface doesn't actually matter that much, in my opinion.

I think you're looking at a lot of these integrations that, you know, you pay companies like Zapier and Bubble and Make.

I think a lot of those are losing their edge, right?

Because as you have things like model context protocol, it's going to make it a lot easier for the AI agents to just go and

and link directly to the software.

And so instead of me having to go and set up some sort of integration straight into my, you know, meta ads account that, you know, it's kind of create this automation and I got to go tweak it and it's really complex.

Instead, I could just go to my agent that's running on my computer, my like open claw or whatever, and say like, hey, go to my meta account.

This is the login.

Go change these things.

Go make these tweaks.