Chrys Bader stopped opening half his tools — not because they’re bad, but because his agent replaced the need. Value shifted from the interface to the API. The economics are stark: a clean API call is dramatically cheaper than browser automation. The cheapest bit wins, and UI navigation is the most expensive bit.
Bustamante’s concrete example: Rippling doesn’t open their API easily, so he’s actively looking to move to an API-first payroll provider. Not because Rippling’s features are bad — because his agent can’t work with Rippling. API quality is now a primary purchasing criterion.
Bader identifies three survival paths: go headless (pure data pipes, UI optional), make the UI irreplaceable (creative tools, design surfaces — where spatial reasoning is hardest for agents to replace), or go agent-to-agent. This connects to B2B becomes B2A — agents become the buyer as the demand-side driver and the death of middleware as the supply-side consequence. For SaaS incumbents whose value was primarily in the UI layer, margin compression is real.