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Fireside Alpha
@firesidealpha
Summary and synthesis of the best business, technology, and consumer conversations | @firesidetapes for historical archives
Joined June 2026
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If chat is the right agent interaction form factor, why wouldn't $CRM Slack or $MSFT Teams be the winners on the enterprise side?
Who's doing the best thinking on agent-to-agent (A2A) interactions and the network effects derived from this interaction? If agent-to-site or agent-to-human traffic is magnitudes greater than human-to-human, would assume A2A is magnitudes on top of that. This suggests A2A's network effects can be the most powerful (and probably most difficult to build) of all. Maybe this is wrong or isn't the way to think about it, and would love to know why. Town's CTO Jean-Denis Greze had an interesting concept for enterprises: Black-box compute Vaguely reminds me of what Slack tried to build with shared inter-company channels. Not sure if that went anywhere tbh. There's hints of data rooms and Coupa too (blast from the past). Can see agent-to-agent work in areas that have extreme human friction. Which is why the Coupa example is interesting and is why Muse + Marketplace is exciting IMO. But this is such a narrow slice and I'm curious who or what is the leading end of thought here.
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