HOW THE SYSTEM OF RECORD DIES

Summary from the TLDR Founders newsletter

Everyone thinks AI agents will kill systems of record - why log in Salesforce when agents do everything? David Peterson thinks that's backwards. Agents need constraints and permissions, making systems of record essential. However, the pricing power shifts. Companies will pay for work, not data storage. When incumbents throttle APIs to maintain revenue, customers revolt. The winners won't be today's systems desperately locking down data - they'll be whoever builds ground-up "systems of intelligence" without legacy baggage.