Nathaniel Whittemore

Stock is underperforming because people misunderstand what's happening."

Ivan has actually been thinking a lot about this shift to headless software.

In another tweet from back at the end of March, he wrote, agents need headless tools to work efficiently.

Basically, APIs and programmatic access built for autonomous systems.

Headless IDEs, headless terminals, headless everything.

And then just this week he wrote, Most infocompanies are still not solving for what agents will need.

They're not considering the agent as the primary consumer.

They are creating agents that make human lives easier by automating more of our use cases.

In the next two years, agents will completely take over and make comparisons, purchases, and other real-life decisions with consequences.

The alpha will shift to optimizing the agent's life better after you give it the prompt.

HubSpot founder Dharmesh Shah agrees.

He wrote, Every B2B software company is or should be building a headless version of their product, one that can be used by agents.

But headless doesn't mean brainless.

You don't just wrap your existing APIs into an MCP server and call it a day.

The companies that succeed in the agentic era are those that take a thoughtful approach to designing an agentic user experience.

Yes, that will likely involve APIs, MCPs, and CLIs.

But the difference will be in the ergonomics of the interface.

We need to figure out how agents actually want to use our products and platforms.

Because if all they wanted to do was use them like humans do, we have computer use for that.

Startup Ideas podcast host Greg Eisenberg sees nothing but opportunity here.