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·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.·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.·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.·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.·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.·essay
Agent-era infrastructure
Every layer of internet infrastructure assumed a human user. Agents break that assumption across compute, discovery, identity, and payments.·note
Cloudflare went down again. Reframe resilience.
Recurring infrastructure failures create an opening: reframe decentralization as risk management, not ideology·note
AWS is the Achilles' heel of surveillance tech
AWS outages highlight centralization risks. Meanwhile, Bitcoin and Nostr carry on unimpeded.