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.
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.
