Apr 2026·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.
Apr 2026·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.
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 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.
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.