An Explosive New Distribution Channel

As traffic to traditional websites plummets due to AI answering user queries directly, there is a new explosive form of distribution.

“AI agents are now creating Neon databases at 4x the rate of human developers, driving new requirements for instant provisioning, automatic scaling, & isolated environments.”

If I ask an AI agent to create a web application, I want it to select all the components : the front end framework, the database, & the hosting service. I just want the website to work.

In that modus operandi, the person (the vibe coder) is now no longer involved in vendor selection.

The agent won’t pause to ask, “Do you have a preferred vendor?” busy reasoning about the task at hand, it will continue on its code path, hurtling towards an answer.

AI becomes the ultimate influencer, more than a social media magnate, or an engineering luminary, or a starry open-source repo - an outsourced procurement team acting on behalf of the coder.

This example makes clear how developer tools will be selected by AI. But in a future where sales development reps are assembling data pipelines with data enrichment or email providers or website builders for account-based marketing, passive AI procurement will move up the stack.

Product-led growth companies have a new & important channel to master : AI as the Chief Procurement Officer.