As the other commenter pointed out, Zapier already has 7k+ apps that can be connected to. Zapier has already figured out the "hard parts" connecting to other apps, which are things like authentication, getting APIs to return standardized schemas, and most importantly business relationships with other companies so that if things need changing, we can reach out. We also have tested and proven infrastructure that can handle massive scale.

I definitely agree that agents are very early days - as for the "ultimate agent" it feels like everything is moving towards them being a sort of co-worker, if that makes sense. I think handling human-in-the-loop scenarios nicely is going to be vital to an agent actually being useful. i.e. you clock in in the morning and check out all the stuff your agent did overnight and can approve/change/reject tasks. There's a ton of healthy competition in the space, so in a year or two we'll all have a much better idea of where the tech is going.

I don't work for Zapier, but I think it's clear that their advantage is they already have the ability to work with different product's APIs at their fingertips. That's going to make creating a working agent that's actually productive a lot easier than for most.

I wouldn't call it a moat, but it's definitely a giant head start.