Apps, Agents, and Aggregation · Stratechery
Science, Technology & Innovation · Sep 28, 2026
Generative UI may make software interfaces on-demand, personalized, and disposable, shifting value from distributing fixed apps toward understanding user intent, inspiring action, and composing task-specific experiences.
Apps, Agents, and Aggregation · Stratechery
Business, Finance & Industries · Sep 28, 2026
The document predicts that personal and enterprise agents—not applications or models—will become the primary technology choke point because accumulated context and privileged access make agents sticky. This could disintermediate UI-focused vendors such as Salesforce unless they control valuable data, workflow authority, or agent-native capabilities, while companies owning identity, messaging, files, and persistent compute are positioned to build dominant agents.
Apps, Agents, and Aggregation · Stratechery
Science, Technology & Innovation · Sep 28, 2026
Microsoft and Meta are competing to build agent platforms that combine user-facing interfaces, persistent execution environments, and control over identity, context, workflows, and services. Microsoft’s enterprise reach and Meta’s consumer scale may give them stronger defensibility than AI models alone, especially as agents perform work asynchronously across apps and systems.
Apps, Agents, and Aggregation · Stratechery
Science, Technology & Innovation · Sep 28, 2026
Agent products shift software from apps people learn to AI-plus-computer systems that execute tasks across services. Using tools, persistent context, and virtual machines like Meta’s Muse, agents can build or operate applications from existing data, making traditional interfaces backend details and increasing the importance of agent-friendly authentication, computer control, and data access.