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What happens when AI agents — not humans — become your primary customer? That's not a hypothetical. It's already happening, and the founders who recognize it earliest are rebuilding their entire infrastructure stacks from scratch. In this live episode of Founded & Funded from our IA Summit in Seattle, Madrona Venture Partner Jon Turow sits down with Parag Agrawal, former CEO of Twitter and founder of Parallel Web Systems, and Nikita Shamgunov, who led Neon through a rapid AI pivot before its acquisition by Databricks. What they cover: •Why Parag is building a new search index from the ground up — and why existing ones weren't designed for AI agents •The moment Nikita realized Replit agents were spinning up databases 4x faster than all human developers combined — and what that forced him to do •How to pivot an established company in weeks, not months, when your customer base suddenly changes •The "pagers vs. iPhones" framework for knowing when to lean into disruption vs. protect what you have •Parag's two-person hiring rubric for teams operating in deep uncertainty •Why Nikita added the head of product for ChatGPT to Neon's board — and what that signaled to the market •The "two-way door" model for giving agents real autonomy without catastrophic downside Whether you're building infrastructure, running an AI-native startup, or trying to figure out where your product fits in an agent-first world — this conversation will sharpen your thinking. Full Transcript: https://www.madrona.com/twitter-ex-ce... Chapters 00:00 – Introduction 01:52 – Parag Agrawal: Why Parallel Was Built for AI Agents From Day One 03:22 – Why Existing Search Indexes Don't Work for AI Agents 05:08 – Nikita Shamgunov: How Replit Agents Outpaced the Entire World on Neon 08:27 – The Pager-to-iPhone Decision: Lean Into Disruption or Get Left Behind 11:13 – How Neon Built an AI Team in Two Weeks and Launched MCP Before Anyone Else 13:41 – Firing Bullets: Why a 4-Out-of-9 Batting Average Was Good Enough 15:37 – Parag on the Two Types of People You Need to Take Concentrated Risk 21:08 – Building Trust in Agents: Evals, Confidence Scores, and Read-Only Infrastructure 23:32 – Nikita's Two-Way Door Framework for Agent Autonomy 25:35 – Parallel Execution: Fork Environments and Let Agents Compete