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I have a suspicion most of these types of agent-targeted SaaS will die out once the human equivalents implement their agent layers / MCPs.

Agents having no way to pay for their use is one thing; lack of deep integration within the business domain is another (e.g. if you're a Git provider, you'd probably want to offer CI/CD, PR workflows, release management, publicly discoverable repos etc., and boom - you just copied GitHub)

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We're actually meant to be less of a consumer product than i think you mean by this (but i may have misunderstood).

We're more targeting enterprise as storage infrastructure provider – selling directly to platforms who generate a bunch of code and need a place to put it.

end users wont really know we exist.

There's probably still going to be a box of hard drives in a datacenter somewhere, it does make sense to have a layer to manage the agent interface, rather than letting agents completely loose on all your storage.

Agreed, but I'm making a distinction between the platform (whether it be Cloudflare Moltworker or a Mac Mini), which a human chooses for the agent to run on (for now), and tools designed to be discovered and consumed by the agents themselves (e.g. code.storage, AgentMail).

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