•4 min read
The Bottleneck Moved: Intelligence Is Cheap, Coordination Is Not
Recent releases point one direction: the frontier is shifting from how well one agent reasons to how reliably many agents coordinate and fail.
Posts tagged with #ai-infrastructure
← View all posts•5 min read
Infrastructure Is the New Moat
Open-weight models are reaching parity, so the moat moves from owning the model to orchestrating it. A model is a stateless function and commoditizes; a...
•2 min read
The Vision Moat Cracked First
Vision APIs are commoditizing faster than reasoning. Qwen-MAX now matches Gemini on real OCR workloads. What this means for AI ingestion pipeline architecture.
•2 min read
When AI Safety Moves Down the Stack
Constitutional MCP isn't a security patch. It's an architectural shift that will fracture the MCP ecosystem in two, and eliminate third-party agent firewall services overnight.