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Cross-Company Agent Layer
AI/ML

Cross-Company Agent Layer

Cross-Company Agent Layer

Short Description:

Orchestration and context-providing layer for agents interacting across multiple companies

Detailed Description

As the cloud moves toward this future where the datalakes & business process giants like Salesforce own the data & business "state" underlying the context and agentic layers, questions emerge:

  • Does it evolve where incumbents own their siloes and only MCP + APIs are needed for connectivity?
  • Can existing startups like Glean / LangChain reposition themselves squarely as this cross-platform meta-orchestrators?
  • Or, is there still room for new startups whose sole focus is building towards this future?

I've really only seen people talking about and building agents confined to within a company or even within departments within a company. But on a 3+ year timeframe, autonomous agents will likely be interacting will each other with real contract negotiations, money, etc. on the line. A higher-level of abstraction is needed and it’s a potentially massive market.

Thesis image

A startup would have to build solutions for:

Learning:

  • Would need to learn the meta of doing tasks across various settings
  • Learn new tasks very data-efficiently
  • Be capable of both context-specific and continual learning (want tailored outputs for each unique company and each workflow + learn on the job -- i.e. test-time training
  • Persistent memory across entire workflows

Security: access management across these distributed, potentially long-running, and collaborative agents in diverse environments, which traditional Identity and Access Management systems aren't designed for

Identity: maybe the first time that digital identity (as I wrote about in my cryptography piece) has a real market?

Payment: separate accounts for each agent so an accidental infinite for loop doesn't drain corporate treasuries?

Comparable Companies

  • Glean
  • LangChain
  • Lyzer
  • Morph

Relevant Reading

https://www.snowflake.com/en/news/press-releases/snowflake-intelligence-and-data-science-agent-deliver-the-next-frontier-of-data-agents-for-enterprise-ai-and-ml/

https://mslotnick.substack.com/p/data-rules-everything-around-me-the…

https://docs.google.com/document/d/e/2PACX-1vT9QYYafG4wGH_6v4MrSySHdc9vrxVULdXZ072zj5LUf-0qC6iyeVbJT_iATX2bFQJc7OdlV12_fYdn/pub…

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2026 Compound