Apr 2026·essay The web got its composition layer. Agents are next. AI agents can't connect to services without a developer wiring each one by hand. The missing protocol between agents and services.
Mar 2026·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.
Mar 2026·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.
Mar 2026·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.
Mar 2026·essay Agent-era infrastructure Every layer of internet infrastructure assumed a human user. Agents break that assumption across compute, discovery, identity, and payments.