Madhu Guru：智能体将重构整个计算栈
There are massive startup opportunities hiding in plain sight : every layer of the computing stack will need to be rebuilt for agents.
Madhu Guru 认为，每一层计算栈都需要为 AI 智能体重建，这是被忽视的创业机会。过去几年企业软件已通过 API、connector、MCP 做智能体化改造，如今个人智能体正推动消费产品跟进，电商是早期例子。他指出桌面与移动 OS、云基础设施、身份权限安全、界面设计等各层都要重新思考“主要用户是智能体”时的变化。
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There are massive startup opportunities hiding in plain sight : every layer of the computing stack will need to be rebuilt for agents.
For the last few years, most of the focus has been on making enterprise software agent-ready: APIs, connectors, MCPs.
Now personal agents are forcing the same conversation for consumer products - e-commerce is an early example.
This is just the tip of the iceberg.
Now think about the rest of the stack:
Desktop and mobile OSes where agents are first-class users
Cloud infra built for agents to operate directly.
identity, permissions and security designed for thousands of agents acting on our behalf.
Interfaces designed for agent and human users or both working together.
If you’re looking for startup ideas, go through each layer of the computing stack and ask: what has to change when the primary user is an agent?