Why AI Agents Can Beat the Incumbents
The a16z Show
- Published
- October 2, 2026
- Duration
- 59:48
- Summary source
- description
- Last updated
- Oct 4, 2026
Discusses agents.
Summary
a16z’s Seema Amble and Elena Burger sit down with Lio co-founder and CEO Vladimir Keil to ask where AI-native startups have an advantage when incumbent software companies already own the customer, the data, and the system of record.Their answer comes down to the work that happens outside those systems. In procurement, a final price in an ERP can hide hund…
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Show notes
a16z’s Seema Amble and Elena Burger sit down with Lio co-founder and CEO Vladimir Keil to ask where AI-native startups have an advantage when incumbent software companies already own the customer, the data, and the system of record.Their answer comes down to the work that happens outside those systems. In procurement, a final price in an ERP can hide hundreds of emails, spreadsheets, supplier conversations, engineering analyses, and decisions across legal, finance, and operations. Vlad explains
Themes
- agents