{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Avory - Markets and Investing","title":"Humans Buy Platforms. AI Buys Capabilities.","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/5490fba5\"></iframe>","width":"100%","height":180,"duration":1427,"description":"Sean Emory of Avory & Co. explores how AI could change software competition if agents become buyers, not just users, shifting value from platform suites to composable, standalone capabilities.\nHe frames three eras of software: individual tools, integrated platforms, and an emerging era where AI orchestration acts like a new operating system that selects the best capability for a task regardless of UI or vendor.\nIn this model, winning depends less on distribution, brand, and long contracts, and more on reliability, latency, accuracy, security and governance, API quality, cost per call, and task success rates.\nSean argues platforms won't disappear. They may become command centers for permissions, compliance, and governance, while features \"escape\" suites. He walks through examples from Shopify, Shop Pay, Stripe, Twilio, Zoom, Box, Salesforce, Adobe, and HubSpot.\nChapters:\n00:00 AI changes software buying\n01:44 Three eras of software\n03:10 Composable software era\n03:55 Agents versus humans\n05:06 Orchestrator as new OS\n07:46 Capabilities escaping platforms\n08:33 Examples: Shopify, Stripe, Zoom\n12:28 New scorecard for winners\n15:32 Two questions for companies\n17:22 Where this could be wrong\n19:48 Big picture takeaways\n23:22 Closing and subscribe\n\nListen on:\nApple Podcasts: https://podcasts.apple.com/us/podcast/avory-markets-and-investing/id1504555573\nSpotify: https://open.spotify.com/show/3A8acTyfhhxpUFoFLEKeMJ\nYouTube: https://youtube.com/@avoryco\n\nFollow Sean and Avory & Co.:\nX: https://x.com/avoryco\nX: https://x.com/_SeanDavid\nLinkedIn: https://www.linkedin.com/company/avory-co\nWebsite: https://avoryfunds.com\n\nDisclaimerThe content on this channel is for informational and educational purposes only. It does not constitute personal investment advice, a solicitation, or an offer to buy or sell any security. Views expressed are those of Sean Emory and Avory & Co. as of the recording date and are subject to change without notice.\nAvory & Co. and Sean Emory may hold...","thumbnail_url":"https://img.transistorcdn.com/ADRPTmp9Za1lH4Yt9ZONyfvomzdplTO8ScyOf5TslvM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kZTBk/NDJhZTkzMjZiZDAw/MWE5ZTc2OWYyNTg3/OTllMC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}