The DoorDash analogy is spot on because it captures how middleware creates disproportionate value. DASH didn't kill restaurants, they just became the control layer that aggregates demand and routes it efficently. The parallels to agentic AI are striking. whoever owns the orchestration layer in enterprise software will capture margins that legacy apps can't defend.
The Uniphore case study crystalizes what the market's betting on with that $5T Nvidia valuation. Four people instead of 1,400 isn't just productivity gains, its a fundamental restructuring of how enterprise value gets created and captured. Khosla's right that we're moving from applications to orchestration layers, but the real question is whether incumbents can rebuild fast enough or if this creates the opening for entirely new platforms. The restaurnt metaphor works perfectly because just like with DoorDash, the interface becomes more valuable than the underlying service providers.
The DoorDash analogy is spot on because it captures how middleware creates disproportionate value. DASH didn't kill restaurants, they just became the control layer that aggregates demand and routes it efficently. The parallels to agentic AI are striking. whoever owns the orchestration layer in enterprise software will capture margins that legacy apps can't defend.
The Uniphore case study crystalizes what the market's betting on with that $5T Nvidia valuation. Four people instead of 1,400 isn't just productivity gains, its a fundamental restructuring of how enterprise value gets created and captured. Khosla's right that we're moving from applications to orchestration layers, but the real question is whether incumbents can rebuild fast enough or if this creates the opening for entirely new platforms. The restaurnt metaphor works perfectly because just like with DoorDash, the interface becomes more valuable than the underlying service providers.