Seema Amble
@seema_amble
partner @a16z // investing in b2b AI companies // strong opinions on 🍕
加入 June 2011
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the latest from the API wars front: SAP is now locking down its API access to third parties, essentially blocking AI companies. Like many others, SAP can't really compete on building its own agents, so the next best thing is to put up the gates to protect its data and spread FUD about how AI startups are a security risk. This strategy will only work for so long...
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The API wars are here, with AI apps this time.
Incumbents know the value of their data and that AI startups may start rebuilding their products behind the scenes - and they’re starting to fight back. Slack just cut off API access which impacts Glean and others. Zendesk may follow.
But full-on API blockades probably won’t hold. Here’s what’s more likely to happen 🧵:
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