Who Wins the Action Layer? The Agent Tooling Landscape
11m | Sep 23, 2026In late 2025, Workday, an HR and finance software company, agreed to buy a developer platform with thousands of app connectors. Around the same time, the big AI labs launched their own connector directories and independent startups raised big rounds. Everyone wants the same spot: the layer between an AI agent and the software it acts on. This episode maps the four kinds of players fighting for it: model companies, systems of record, breadth players and independent specialists. It covers what's becoming table stakes and where value is moving. It also makes an honest case for why bundling usually wins, and explains where a smaller company can still win.

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