The Agent Factory Thesis

In the AI era, the most valuable companies won't sell software—they'll manufacture AI employees: role-based systems that compose tools, spawn specialist agents, and deliver outcomes at scale.

The SaaS era sold subscriptions; the Agent Factory era sells results. Buyers define intent. Agents execute. Humans supervise and verify. This model industrializes execution through machine-readable specs, reusable skills, Standard Tool Protocols (MCP: a shared tool-connection standard), and cloud-native infrastructure—shifting the focus from manual workflows to capability on demand.

What remains: Intent. Verification. Outcome.

---

The Paradigm Shift

Feature	The SaaS Era (Tools)	The Agent Factory Era (Labor)
Product	Software Tools	AI Employees
Value Metric	Per-Seat Subscriptions	Per-Outcome Results
Execution Model	Manual & Visible	Automated & Industrialized
Human Role	Operator	Supervisor & Verifier
Integration	Rigid, point-to-point APIs	Standard Tool Protocols (MCP)
Focus	How the work is done	That the work is done—verifiably correct

The Industrialized Stack

• Intent: The high-level blueprint—goals, constraints, budgets, and permissions.
• The Factory: A self-correcting engine where machine-readable specs act as the DNA for agents, connecting reusable skills through MCP tool contracts.
• Outcome: High-fidelity actions and artifacts—delivered on demand, verified for accuracy, and continuously improved through feedback loops.

Winners in this era will be measured not by seats sold, but by outcomes guaranteed—and the problems they solve.