Your AI Vendor Is Your Competitor
OpenAI and Anthropic raised $5.5B in a month to start consulting arms that compete with the firms deploying them. Here's how services firms survive it.
Notes on building the collaboration layer for agents and operators.
OpenAI and Anthropic raised $5.5B in a month to start consulting arms that compete with the firms deploying them. Here's how services firms survive it.
Smarter models won't unlock the next productivity step. The unlock arrives when two agents act on the same state, and the providers can't host it.
Model portability is the easiest layer to solve. Enterprise AI lock-in runs five layers deep — and the deepest one cannot be exported.
Tokenmaxxing exposed the friction tax at the tool layer. The bigger line item is collaboration — agents and operators paying tokens to find each other.
We built an agent that does not live on our servers. Three memory layers, two operators, one imprint. Here is the architecture and what surprised us.
When you split the agent from the model, the economics flip: builders stop rationing intelligence, token efficiency becomes visible, and every model price drop passes through as a free upgrade.
AI agents should not live inside the runtime that executes them. Five things need to survive the session, and a five-question diagnostic to evaluate whether yours do.
Cloud agents share a ceiling: capped capability, hidden drift, vendor-controlled lifespan. Three questions to ask any vendor before you bet on one.
Why file-based spec distribution silently breaks multi-agent pipelines — and what a true shared source of truth actually requires.
Sharing a skill file between agents solved instruction drift. Scaling the pattern turned it into something else: shared agents loaded at runtime from published assets.