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agentic-ai

A collection of 3 posts
The Map Is the Moat
ai

The Map Is the Moat

In mid-June, Google, Microsoft, Salesforce, NVIDIA, and half a dozen others shipped a standard for how AI agents find the tools they can use. OpenAI and Anthropic aren't on it. The two most famous names in AI got left off the map of AI, and that was the entire point.
30 Jul 2026 5 min read
You Can’t Sue an Agent
ai

You Can’t Sue an Agent

The SaaSpocalypse panic crowd and the V-shaped recovery crowd both missed what a SaaS company actually is. It isn’t a database with a UI. It’s a counterparty with skin in the game. Agents don’t have any.
27 Apr 2026 7 min read
Agents Don't Live in Data Centers
agentic-ai

Agents Don't Live in Data Centers

Agentic AI is the first workload where the physics of latency and data locality aren't optional. The $700B centralized infrastructure bet was built for a different kind of AI.
13 Apr 2026 4 min read
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