If You Give Up Context, You Give Up Your Company | Karan Vaidya, Composio
Every company wants AI agents that do real work. But the hard part is getting agents into the tools where work actually happens: Slack, Gmail, Salesforce and 1,000 other tools knowledge workers use every day.Karan Vaidya and his co-founder Soham Ganatra, started Composio in 2023 with the idea of building a coding agent that could handle integration work for engineers. It was too early, because the models weren’t good enough yet. But building it showed them that every agent needs to connect to external apps, and almost nobody was solving that well.
Today Composio connects AI agents to more than 1,000 apps, and agents build and repair most of those integrations themselves. More than 100K developers use it every day, companies like AWS, Zoom and Glean build on top of it, and revenue is up 7x this year.
Karan’s argument is that a smarter model is only half the answer. An early Composio benchmark showed accuracy jumping from 20% to 80% just by improving the tools an agent uses. And as companies mix models from different labs, what they need to own is everything around the model: the logins, the context and the skills their agents learn over time.
If you’re building AI agents for real work, or backing the companies that do, this is the layer you’ll end up depending on.
00:00 Trailer
00:55 Did CLI Kill MCP?
04:21 Building "Devin for Integrations"
07:01 Raising $4M Before Quitting Their Jobs
09:41 Why the First Idea Failed
11:28 Better Tools Beat Better Models
16:38 50,000 Tools, Built and Fixed by Agents
19:24 The ElevenLabs Growth Playbook
22:05 7x Revenue This Year, Chasing $20M ARR
24:46 After Coding Agents, Knowledge Work Is Next
28:46 Enterprises Will Run Their Own Models
30:55 Do Enterprises Even Know How?
32:03 Double-Digit Fortune 500 Customers
32:37 Knowledge Work Is 20–50x Bigger Than Coding
34:55 The Internal Tool That Became a Startup
38:22 Are Acquisitions the Norm of This Market?
40:24 How He'd Fix MCP
41:33 100K Developers Every Day
42:10 20 Million Tool Calls a Day
44:30 Context Is Just Nouns and Verbs
47:12 The Books and Mentors That Shaped Them
50:17 A Week in the Life of an AI Founder
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This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice Receive SMS online on sms24.me
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