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The AI operator: Biggest role in Silicon Valley

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Why This Matters

This article highlights the transformative impact of AI agents and Multi-Client Platforms (MCPs) on the tech industry, emphasizing how they are redefining organizational workflows and communication. Just as electricity and the internet revolutionized manufacturing and software delivery, AI agents are poised to fundamentally reshape how companies operate and innovate, making this a pivotal moment for both industry leaders and consumers.

Key Takeaways

Not many know this about me, but I am a huge fan of the gilded age and what America stood for in those times and what those great humans accomplished.

Before electricity was the steam engine. It was located in a separate floor/building but with a central shaft transferring energy required for work. All the work had to be concentrated around this line. Initially with electricity, people changed the source from steam to electricity but kept the same design and then soon people started realizing electricity can be distributed, different parts can be operated at different speeds and a whole different production form is possible - modern assembly line was possible.

Similarly, the internet made it possible to ship software everyday, you could just change a file - not having to sell CDs in a retail shop or through complex distributed channels and a patch will take complex delivery mechanisms. Mistakes were expensive, shipping was expensive. With the internet → Agile became the standard, soon the modern PM function was born and whole work was reorganized. Agents are changing the way we work. It is not about just saying - we will put a version of our CD on the internet or replace the steam engine with electricity, but redesigning work.

What is changing

The communication doesn’t require a human node: If my cofounders needs to do pipeline analysis - he just asks salesforce MCP connected to Claude - no finance, sales leader, sales ops comm. If my product person needs to know what happened across all sales calls, she has a claude code instance which helps her. This is all scratching the surface but not redesigning the org for the new electricity, the new internet → Agentic AI and MCPs which can coordinate agent-agent interactions.

I don’t want us to just ship an AI agent product - I think we have to step and truly be the most forward AI company in our category from how we run and think. This is how we will authentically improve our customers' AI journey, our partner’s AI journey and ship at a velocity and learn at a pace that our customers can only dream of.

I think just like new functions were born in the previous shifts

Distributed power → industrial engineer, production floor supervisor

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