Another interesting idea from this podcast is that agents that are shitty won’t cut it. If you just tack on agents that aren’t thoughtful and high quality to existing products / software, people won’t pay for them.
They were talking in the context of the PE strategy of acquiring a company and instituting the change of “we need an AI agent product” to add value to a company. But I think it applies at a much smaller scale too — SMB are not going to finance and pay for mediocre agents either. Whether they are custom agents or agents in existing ecosystems (like Copilot Studio), they will need to be great products.
60% agents won’t cut it
— Jason Lemkin
