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A collection of 2 posts
The Agentic AI Infrastructure Gap: Everyone's Building Agents. Nobody's Building the Substrate.
AI

The Agentic AI Infrastructure Gap: Everyone's Building Agents. Nobody's Building the Substrate.

Salesforce dropped its 2026 Connectivity Report this morning, and there's a stat in there that perfectly captures what's going wrong with enterprise AI: 50% of deployed AI agents operate in complete isolation from each other. Half. They can't share context, they can't
05 Feb 2026 9 min read
Emergence vs. Engineering: The Industry Just Bet Against the God Model
AI infrastructure

Emergence vs. Engineering: The Industry Just Bet Against the God Model

Monday, OpenAI, Anthropic, Google, Microsoft, and AWS jointly donated their agent infrastructure to the Linux Foundation. If any of them actually believed a single model would achieve AGI in 2-3 years, this would be the dumbest move in corporate history. You don't standardize the plumbing when you'
12 Dec 2025 5 min read
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