Coalition Capital’s Post

This interesting article explores the evolution from single-agent AI tools to orchestrated systems of AI agents working collaboratively in software-driven business operations. The authors—GPS GROUP at Foundation Capital—argue that, initially, software served as a workflow tool for digitizing processes but required heavy manual input. LLMs can process diverse data, delivering improved and complex decision-making capabilities with multiple specialized AI agents coordinating seamlessly like human teams. For example, the authors argue that agents can integrate patient intake processes across healthcare systems. At the same time, in enterprise sales, they can handle prospecting, follow-ups, and deal closures in tandem. This marks a transition from AI as an isolated helper to AI as a connected and evolving network. "Service-as-Software" becomes a dynamic and learning-capable ecosystem: fascinating perspectives. #Agents https://blss.io/4hUXVS7

The evolution of software into a "System of Agents," where AI-powered agents go beyond automating tasks to becoming decision-making, collaborative workers across industries. This paradigm shift, transforming services into autonomous systems, opens up substantial market opportunities by integrating AI directly into workflows and reimagining software as a team capable of executing complex roles. IMHO this is far mor interesting than AI generated source code https://lnkd.in/dMCv3S2Q

What is System of Agents? Why is it important now? Thanks to Foundation Capital for providing a detailed analysis of Systems of Agents. We are witnessing a significant transformation in how work is accomplished - the emergence of "Service as Software" fueled by intelligent Systems of Agents. 🚀🚀 My key takeaways 💡 From Tool to Autonomous Worker - Software is evolving from a workflow assistant to an autonomous decision-maker. - AI agents can now capture unstructured data (even from the point of origin or interface), understand context, and execute complex tasks. Potential market opportunity: $4.6 trillion in the next five years 💡 Collaborative Intelligence: How AI Agents Work - Multiple specialized agents collaborate like a human team. - Each agent has a specific role (e.g., sales development, technical solution design). - Continuous learning occurs through shared interactions and data refinement. 💡 Transformative Business Model Shift - Moving from seat-based to outcome-based pricing. - AI solutions now access trillion-dollar personnel budgets, not IT budgets. Value by tangible improvements, not just software licenses. 💯 The future isn't about AI replacing humans - it's about AI and humans collaborating to unlock unprecedented possibilities. PS: The real christmas treat is here 👇 https://lnkd.in/gDb5Auyh #ArtificialIntelligence #FutureOfWork #AIAgents #BusinessInnovation

🔄 The Software Evolution: From Tool to Worker Fascinating insights from Foundation Capital on how AI is transforming software from a mere tool into an autonomous worker through "Service-as-Software" - a $4.6T opportunity in the next 5 years. Key takeaways from their latest report: 1. We're witnessing a 3-phase evolution: - Phase 1: Traditional workflow automation (think Salesforce) - Phase 2: AI-powered systems with real-time data processing - Phase 3: System of Agents - where AI becomes a collaborative team of specialized workers 2. The game-changer? AI agents that can: • Process both structured and unstructured data • Make autonomous decisions • Learn from each other like human teams • Handle specialized tasks through collaboration 3. Business model shift: Moving from seat-based to outcome-based pricing. Instead of paying per user, companies pay for actual results delivered. 💡 The most exciting part? This isn't just about replacing human work - it's about creating entirely new categories of work that were previously impossible. The future of software isn't just about automation - it's about autonomous intelligence working seamlessly alongside human teams. #ArtificialIntelligence #FutureOfWork #ServiceAsSoftware #EnterpriseAI #Innovation #TechTrends #GenAI #AIAgents Read the full analysis:

Sharing a fascinating story I read this morning in Foundation Capital about the value that can be derived by a digital/human agent system. If ever there was a thoughtful explanation of the potential impact of #AI #agents, this is it. Fascinating and most probable. https://lnkd.in/eRBzPtcB Here are my key take-aways: 1. The evolution from traditional Software-as-a-Service (#SaaS) to Service-as-Software signifies a fundamental shift from automating processes to automating entire work functions. This transformation, powered by AI agents, redefines software from a support tool to a proactive "worker," presenting a $4.6 trillion opportunity over the next five years.   2. AI agents now leverage unstructured data and contextual awareness to make informed decisions, moving beyond task-level automation. Unlike traditional systems that rely on manual inputs, AI-driven #CRMs can independently identify sales momentum signals. Industries with complex information, such as legal and insurance, are adopting AI to enhance accuracy and streamline operations.   3. Looking ahead, the "System of Agents" approach demonstrates how AI can function in collaborative networks, emulating team dynamics. Similar to human specialists collaborating and learning, AI agents evolve through shared insights, creating a feedback loop that enhances system-wide capabilities. Embracing this shift from process automation to work automation positions enterprises to gain a self-improving, highly skilled virtual workforce, paving the way for increased productivity and innovation.

🌟 Unlocking the Future of Business with AI-Powered Software🌟 📈 Key Takeaways for Business Leaders: 🔹 Embrace the Shift: AI is transforming software from a tool to a worker. It's time to rethink how we use software in our businesses. 🔹 Leverage Data: Move beyond structured data. Embrace unstructured data to gain richer insights and improve decision-making. 🔹 Automate and Improve: Implement AI agents that can execute tasks and learn from new data, continuously improving processes. 🔹 Focus on Integration: Ensure your AI systems can work together seamlessly, creating a cohesive System of Agents. 🔹 Stay Ahead: The market opportunity is enormous—$4.6 trillion in the next five years. Don't get left behind in this AI revolution. 🔹 Innovate: Explore new ways AI can reshape traditional service industries, from sales to IT services. Read the full article here: https://lnkd.in/g_4xrgXW #AI #BusinessTransformation #Innovation #Automation #FutureOfWork #DigitalTransformation #DataDriven #TechTrends

𝐓𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐀𝐈: 𝐒𝐞𝐫𝐯𝐢𝐜𝐞-𝐚𝐬-𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐍𝐨-𝐂𝐨𝐝𝐞 𝐑𝐞𝐯𝐨𝐥𝐮𝐭𝐢𝐨𝐧 AI is transforming from a toolkit to an autonomous partner with the emergence of Service-as-Software. Unlike traditional software that assists users in tasks, Service-as-Software provides end-to-end solutions autonomously, much like a trained team member. Alongside this shift, no-code platforms are making it easier than ever for non-technical users to develop AI-driven applications, fueling rapid innovation. 𝐒𝐞𝐫𝐯𝐢𝐜𝐞-𝐚𝐬-𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞: 𝐅𝐫𝐨𝐦 𝐓𝐨𝐨𝐥𝐬 𝐭𝐨 𝐀𝐮𝐭𝐨𝐧𝐨𝐦𝐨𝐮𝐬 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 Traditional software helps users perform tasks; Service-as-Software allows AI to complete these tasks on its own. AI agents manage functions like customer support or data analysis without constant oversight, forming a “System of Work” that executes decisions and completes tasks independently. For instance, imagine a finance AI not only processing data but also adjusting budgets based on insights—all with minimal human intervention. Service-as-Software amplifies productivity by handling specialised tasks efficiently. 𝐍𝐨-𝐂𝐨𝐝𝐞: 𝐄𝐦𝐩𝐨𝐰𝐞𝐫𝐢𝐧𝐠 𝐌𝐨𝐫𝐞 𝐂𝐫𝐞𝐚𝐭𝐨𝐫𝐬 No-code platforms are democratising AI by letting business leaders and creators design solutions without coding skills. These tools allow teams to quickly configure AI workflows that address specific needs, from customer engagement to operations, without programming knowledge. A sales manager, for example, could use no-code to build an AI chatbot that autonomously handles customer questions and recommends products based on past purchases—without needing a developer. 𝐁𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐟𝐨𝐫 𝐓𝐨𝐝𝐚𝐲, 𝐀𝐝𝐚𝐩𝐭𝐢𝐧𝐠 𝐟𝐨𝐫 𝐓𝐨𝐦𝐨𝐫𝐫𝐨𝐰 Today’s no-code and Service-as-Software solutions should focus on solving real problems, not merely tweaking limitations. By building products that work well now, businesses can harness immediate value and ensure their solutions improve over time as AI models advance. This strategy positions businesses to stay competitive and adapt easily to new AI capabilities. 𝐄𝐦𝐛𝐫𝐚𝐜𝐢𝐧𝐠 𝐭𝐡𝐞 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 𝐀𝐠𝐞 Together, Service-as-Software and no-code platforms are reshaping the future of AI, enabling AI to autonomously support human goals while broadening access to its capabilities. This transition allows companies to enhance productivity and innovation without the need for extensive technical expertise. Embracing these technologies today will be key to thriving in an era where AI drives business transformation and amplifies human potential. #ServiceAsSoftware #SaaSInnovation #FutureOfSaaS #SaaSProducts #DigitalServices #TechAsAService #SaaSBusiness #SoftwareSolutions #ServiceDrivenTech #SoftwareForBusiness #ScalableSolutions https://lnkd.in/ghftn4SY

With Agentic AI emerging as the latest market trend, it’s important to step back and consider how it will drive a fundamental shift in how we think about work and the role of the human in the loop. This well-considered overview by the Foundation Capital team details how Agentic AI will impact the tech stack and accelerate the move to a service as software model. As always, any adoption of #AgenticAI at scale needs to be based on strong data foundations and governance. https://lnkd.in/eKgawCrt

Six months ago, my partners Joanne Chen and Jaya Gupta at Foundation Capital were among the first to recognize the importance of the paradigm shift from software-as-a-service to service-as-software, a $4.6T opportunity. But no one knew how it worked in action. Now they’ve outlined how it happens: through a System of Agents. Much like human teams, AI agents can work with, and learn from, each other. A System of Agents becomes capable of understanding, executing, and continually improving—unlocking new and previously unimaginable categories of work. Read more of their thoughts on Systems of Agents in this post. https://lnkd.in/dGzGrDMF

Transforming Task-Specific Agents into Collaborative Ecosystems Through Continuous Learning Thanks to Foundation Capital (Joanne Chen, Jaya Gupta) for their point of view, "A System of Agents brings Service-as-Software to life": https://lnkd.in/e4F84nqt After reading the article, I translated it into ‘my’ 2025–2026 roadmap highlighting critical areas where AI agents can drive meaningful change. The focus is on unstructured data processing, task-specific agents, decision-making capabilities, and collaborative agent networks. These advancements tackle industry challenges such as workforce shortages, scalability, and the growing demand for adaptive, real-time systems. Foci: Implement systems leveraging Large Language Models (LLMs) for unstructured data processing. Result: Enhanced ability to extract, interpret, and analyze insights from complex data sources—structured and unstructured. This enables real-time decision-making and operational improvements across functions. Develop and deploy single-agent systems for specific tasks. Result: Increased efficiency and accuracy in task execution through specialized AI agents. These agents streamline workflows, reduce errors, and accelerate processes within sectors or departments. Introduce decision-making capabilities within agents. Result: Deployment of autonomous agents capable of making informed, context-aware decisions without human intervention. These agents adapt to changing conditions and optimize outcomes, enhancing operational responsiveness. Address labor shortages and aging workforce challenges by targeting industries like healthcare and accounting. Result: Mitigation of workforce shortages through AI-driven solutions. By automating critical tasks, these solutions improve service continuity, scalability, and quality in essential industries. Coordinate multiple agents to form collaborative, specialized ecosystems. Result: Integrated agent networks collaborate seamlessly, share information, and enhance system performance. This interconnected ecosystem improves adaptability, efficiency, and capacity for complex multi-step processes. Develop and train agents with continuous learning mechanisms for adaptive improvements. Result: Agents continuously improve their performance and adapt to new scenarios through feedback. This leads to sustained efficiency, innovation, and evolution with changing environments. #AI #ServiceAsSoftware #ArtificialIntelligence #Innovation #LLMs #CollaborativeEcosystems #WorkforceTransformation #Automation #DataScience #MachineLearning #FutureOfWork