Agentic artificial intelligence is having a big impact on software developers, causing a move from supply chain as a system of record to one of "action," says Krenar Komoni, chief executive officer and founder of Tive.

AI is beginning to “commoditize” software development, Komoni says. ChatGPT models such as Anthropic’s Claude have demonstrated the ability to code from scratch, creating video games that took humans years to build. “It’s just opened up the eyes of everybody in software development,” he says.

As a result, it might be time to reprice some software companies, Komoni says, as their value becomes disrupted by AI models.

For logistics and shipping companies, it’s vital to begin embracing AI today, he says. In contrast to their attitude of just one year, many in that sector are convinced today that the technology works.

To win with AI, however, companies are going to need one of three things: proprietary data, physical products or goods that can’t be replaced by AI, or direct customer relationships.

Generative and agentic AI models are rapidly moving from systems of record to those of action. In the last few months, tools such as agentic voice agents, are making it possible for AI to act and be trusted to do so by users. “I can have a conversation with ChatGPT and feel like I’m talking to another human,” Komoni says. That has huge implications for logistics companies, who can now depend on the technology to carry out such tasks as issuing an alert if the temperature within a refrigerated container exceeds acceptable limits.

Humans remain in the loop for the time being, Komoni says. But eventually, “they’re going to start trust AI to do the right thing. Then they’ll become more involved in taking care of the worst-case exceptions.”