Investors are worried that AI agents will replace software rather than enhance it. If agents can do the work, why buy the workflow?
That’s why the stock market has been selling software stocks: SaaS tools that help humans might get displaced by AI systems that do the job outright, like OpenClaw.
TWiST asked OpenClaw foundation member, entrepreneur, and investor Dave Morin about the concern and what he counsels startups to do in the face of a rapidly changing technology market. What is Morin's mental model to help founders understand what will be accelerated by OpenClaw and agentic AI, and what will be consumed by it?
Morin thinks founders should build at “the orchestration layer” as much as possible and focus on creating unique data that isn't trained into the major models.
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