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·essay
The catalog isn't the market
Registries indexed 100,000+ agents. Developers still use Google to find MCP servers. The catalog problem got solved. The discovery problem didn't.·essay
The limit isn't reasoning. It's reach.
Agent connections are still hand-built. The pieces to fix that exist—but nobody's assembled them yet.·essay
The CLI is the new API
SaaS companies are shipping CLIs built for agents, not developers. The CLI is the new line between connected and irrelevant.·essay
The real tokenomics
The seat was both the pricing unit and the moat. When agents do the work, both collapse. Companies that haven't moved are watching their multiples compress.·essay
Too big to fail, again
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.·essay
Agents need computers, not compute
AI agents need persistent environments, not ephemeral compute. The cloud abstracted away the machine—agents are buying it back.·essay
Agent-era infrastructure
Every layer of internet infrastructure assumed a human user. Agents break that assumption across compute, discovery, identity, and payments.·essay
Agent payments have a three-body problem
Visa, Mastercard, and PayPal shipped agent payment products. Read the fine print and it's the same system with an agent-shaped UI. The real battle is political.·note
Nothing enforces your agent's rules
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.·note
I know Kung Fu
A SKILL.md file turns an agent into a specialist instantly---no training run, no fine-tuning. Skills are distribution channels, and the authors are the new buyers.·note
Nobody knows how to price for agents
The SaaS debate isn't proprietary AI vs. open. It's that neither path offers a pricing model that works.·note
SOUL.md and MEMORY.md are the new hearts and minds
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.·note
AI changed what a product is
AI agents and open protocols broke the assumption that products have edges, with consequences for positioning, pricing, and competitive dynamics.·note
AWS is the Achilles' heel of surveillance tech
AWS outages highlight centralization risks. Meanwhile, Bitcoin and Nostr carry on unimpeded.