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AI agents are driving explosive growth for infrastructure companies like mobile apps did

Riding Unicorns · Building, Backing & Scaling in an AI-Native World with...

“And then we all, like, were trying to retrofit the desktop website to our mobile phone, and we all know that didn't work out as well.”

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experience. And then we all, like, were trying to retrofit the desktop website to our mobile phone, and we all know that didn't work out as well. Right? And then we started treating the mobile app as a dedicated client. The next leap we're seeing is people that treat, like, the agent as a first class citizen and really optimize the experience around that. So so recently, it's one of my favorite examples of them now having a massive kind of inbound from Lovable, Bold, all the other ones. And I think in the database space, I think we saw Neon that got acquired, but they they had the vast majority of their new sign ups and databases provisioned. They were coming from agents.

Yeah. I'm sure, you know, Lovable's growth must be driving amazing growth for Resend, SuperBase, Stripe, etcetera, because they're all

About this clip

Kenneth Auchenberg draws parallels between the mobile revolution and today's AI agent boom, explaining how companies like Lovable are becoming "agent-first" and driving massive user acquisition for underlying infrastructure providers. He highlights how Neon database saw the majority of their new signups coming from AI agents, suggesting a fundamental shift in how software gets built and distributed.

Why this clip

This clip captures a key market dynamic where AI agents are creating a new distribution channel that's driving unexpected growth patterns for B2B infrastructure companies.

18:52 - 19:3644smarket insight
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