Why AI Is Reinventing How Businesses Buy Everything

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Издатель Oct 2, 2026

a16z’s Seema Amble and Elena Burger sit down with Lio co-founder and CEO Vladimir Keil to ask where AI-native startups have an advantage when incumbent software companies already own the customer, the data, and the system of record.

Their answer comes down to the work that happens outside those systems. In procurement, a final price in an ERP can hide hundreds of emails, spreadsheets, supplier conversations, engineering analyses, and decisions across legal, finance, and operations. Vlad explains how Lio uses multi-agent systems to take on more of that end-to-end work, from sourcing and RFQs to negotiation, shipment tracking, and invoices.

They also discuss how enterprises learn to trust agents with increasingly consequential decisions, why the last 20% of an internal AI build can require most of the effort, and what happens when both buyers and suppliers have agents working on their behalf.

Timestamps:
00:00 - Intro
00:58 - Why AI startups still beat incumbents
04:19 - The hidden work behind an $8K line item
06:18 - Retrieval, process, policy, principal
09:27 - The incumbent's internal conflict
14:48 - What procurement actually looks like
21:13 - Procurement at Boeing-scale
28:03 - A bolt order, end-to-end
37:57 - What a durable vertical AI company looks like
44:46 - When both sides deploy agents

Resources:
Follow Vladimir Keil on X: https://x.com/askvladi?lang=en
Follow Vladimir Keil on LinkedIn: https://www.linkedin.com/in/vladimir-keil/
Follow Seema Amble on X: https://x.com/seema_amble
Learn more about Lio: https://www.lio.ai/
Seema Amble’s “Investing in Lio” article: https://a16z.com/announcement/investing-in-lio/

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.