SaaS companies are pivoting: less investment in the dashboard, more in the API. Salesforce's headless MCP suite, Ramp's CLI, Linear's AI connectors — the pattern is the same. Products are being rebuilt for agents, not humans.

In this episode, Jhanvi and Michael dig into what's driving the shift and what it means for funds evaluating their stack. They also get into the architecture question that's coming up with every data vendor they talk to: how do you actually design a good MCP server? They break down the difference between open-source and closed-source skills, where intelligence belongs in the stack, and why the firms that win this next wave won't look like tech companies in the traditional sense.

About Our Hosts: 

Michael Watson is the co-host of The Hedgineer Podcast, CEO of Hedgineer, and a technologist focused on deploying AI within the institutional investment space. 

Jhanvi Virani is the COO of Hedgineer and co-host, specializing in scaling operations and technology platforms for hedge funds.

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