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The CLI is the new API essay
SaaS companies are shipping CLIs built for agents, not developers. The CLI is the new line between connected and irrelevant.The real tokenomics essay
SaaS wasn't just priced on seats. It was built on them. Agents don't have seats.Too big to fail, again essay
AI concentration risk mirrors too big to fail banking. When OpenAI or Anthropic go down, companies that replaced staff with AI pipelines lose all capacity.Agents need computers, not compute essay
AI agents need persistent environments, not ephemeral compute. The cloud abstracted away the machine—agents are buying it back.Agent payments have a three-body problem essay
The financial system wasn't built for software that spends money.Nothing enforces your agent's rules note
Agent skills carry rules with no enforcement underneath. The skill layer is a trust layer—you write the instructions, the model reads them, and you hope.I know Kung Fu note
Agent skills work like The Matrix's upload scene. But better.Nobody knows how to price for agents note
The SaaS debate isn't proprietary AI vs. open. It's that neither path offers a pricing model that works.SOUL.md and MEMORY.md are the new hearts and minds note
Agent-driven discovery replaces ad-driven attention. Products must be legible to SOUL.md and memorable to MEMORY.md—you can't buy placement in either file.AI changed what a product is note
AI agents and open protocols broke the assumption that products have edges, with consequences for positioning, pricing, and competitive dynamics.