Keep pulling the thread on Merge Unified.
Shenzi believes software companies must adopt a headless, API-first approach to compete, as AI agents will increasingly make purchasing decisions without human intervention.
Gil predicts that English will become a programming language, allowing users to duplicate best-in-class SaaS platforms by giving natural language commands to an AI.
Some private AI companies are currently raising funds at revenue multiples between 100x and 1000x.
Gil predicts that many AI companies currently raising at very high multiples will fail or be forced into massive layoffs because they will be unable to raise their next funding round.
Gil predicts that platforms for building reliable and repeatable AI agents using workflow builders will become irrelevant as agents will soon be able to deterministically execute tasks from simple English commands.
Merge's strategy to enter the AI space, initiated about a year and a half ago, involved using AI internally, adjusting its product for AI companies, and launching new AI products.
Merge has over 20,000 self-serve organizations and over 400 enterprise customers on its platform.
The primary security risk of AI agents comes from connecting them to tools, not from their intelligence in isolation.
Wiz recently discovered a vulnerability in GitHub that allowed a single git push to gain access to every repository on the platform.
Enterprise sales for large SaaS companies have become much harder because the time and cost for a customer to build a similar product in-house has significantly decreased due to AI.
The IPOs of companies like OpenAI and Anthropic will be a key moment of reconciliation between the vastly different valuations in public and private AI markets.
Merge's services power critical functions for its customers, such as user login flows and core AI model data lookups, requiring four, five, or six nines of uptime.