Why AI Needs to Be Infra, Not a Feature

Raffael Marty makes a sharp operational argument: companies treating AI as a product feature are already behind. The real shift is rebuilding entire workflows - sales, finance, customer success - around AI as a coordination layer, not bolting copilots onto existing processes. Due diligence from PE and VC firms now asks how far along a company is in restructuring around AI, not whether it has an AI strategy. Marty frames software itself as evolving from task-recording tools into orchestration layers between people and agents. The pattern is visible across enterprise SaaS, where companies like Salesforce and HubSpot are racing to embed agents into core business logic rather than offering them as add-ons.