Y Combinator (YC) partners recently convened to discuss the seismic shift driven by AI agents, painting a vivid picture of the tech landscape by 2026. A new era of "cyber-psychosis" is gripping founders, where AI models are automating core business functions at unprecedented speed, blurring the lines between human and artificial intelligence.
YC President and CEO Garry Tan highlighted how AI coding assistants like Claude Code are now automating entire business segments. He described working late into the night, managing multiple AI workers, a transformation he attributes to AGI being "literally here." This sentiment is echoed by Managing Partner Jared Friedman, who noted an addiction to Moltbok, a social network where AI agents interact with minimal human input, revealing a glimpse into a future where agents operate autonomously.
The Rise of the Agent Economy
This shift is creating an "agent economy" where AI entities autonomously select tools, make decisions, and interact, often with minimal human oversight, according to YC partners. General Partner Diana Hu emphasized the exponential growth in the developer market, expanding from a few million computer science-trained individuals to potentially hundreds of millions globally, all empowered by AI agents.
The new imperative for developers: build something agents choose. This means prioritizing API-first design and "agent-friendly" documentation, as demonstrated by companies like Resend (YC W23) and Supabase (YC S20). Resend, an email sending client, saw inbound customer conversions from ChatGPT after optimizing its documentation to be highly parsable by LLMs, a stark contrast to older, human-centric support models. Similarly, Supabase has experienced a surge in demand as agents increasingly select it as a default database tool due to its superior documentation.
New infrastructure is also emerging to support this agent-centric world. AgentMail (YC S25) offers email inboxes specifically designed for AI agents, overcoming the inherent barriers of human-focused email providers like Gmail. This allows agents to act as independent economic actors, capable of transacting and making decisions, a concept that could soon extend beyond developer tools to broader sectors of the economy.
Beyond Dev Tools: Swarm Intelligence and the Future
While the capabilities of AI agents are rapidly advancing, limitations remain. Agents currently struggle with complex relationships and lack legal standing for activities like signing documents. This necessitates human oversight, acting as a "liability sink" in the burgeoning agent ecosystem.
The YC panel also touched upon the "dead internet theory," a speculative concept suggesting that the majority of online content is already AI-generated. While dismissed as a conspiracy, the rapid proliferation of AI-generated text and code indicates a future where digital interactions are increasingly mediated by non-human entities. The discussion also explored the idea of "swarm intelligence" among agents, a decentralized, collaborative approach similar to biological systems, rather than a single, all-encompassing "god intelligence."
Founders looking to thrive in this evolving landscape should heed a key takeaway: "Make something agents want." This means deeply understanding agent capabilities and limitations, and designing products that seamlessly integrate into their autonomous workflows.
