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AI Agents Boost Platform Growth by Simplifying Data and Code

When thinking through the future of software, it’s helpful to think through what will we produce more of vs. less of in the future due to agents. And what systems are tied to that production or consumption. Whether it’s a new startup or existing platform, any system that is directly tied to areas where agents dramatically lower the cost or complexity of doing something that was hard before will see all new use cases emerge for its products. Ali Ghodsi at Databricks called out that they’re seeing major growth because AI agents have made it far easier to query your data, which means any user in the enterprise can do this. This drives up data use cases. Equally, any software that’s inherently tied to the increase in software that agents will produce will do well. Mike Cannon-Brookes at Atlassian has shared that they see higher adoption from users that are using coding agents. At Box, we see this with the growth of companies wanting to tap into their enterprise content in a ways that would have been impossible to scale manually before. Extracting data from documents, analyzing research, or automating the production of content all become possible where it would have been infeasible before. There are endless examples like this. So while some parts of software will get squeezed as use-cases compress into agents in some areas, there equally will be a ton that grow far more.