market-structure
The Sales Floor Is the Tell
The story that should be on every front page this week is not Meta and Google announcing their own AI agents. It is buried two paragraphs deep in an industry email: OpenAI and Anthropic, the two companies whose products are supposed to dissolve the friction of human sales work, have outsourced their own sales teams…
The Agent Wants A Wallet
Five years ago, the question about AI was whether it could write a passable email. Today, four of the five biggest stories on my desk are about agents, meaning autonomous software that does not just answer but acts, and one of them is about giving those agents a payment rail. Not a metaphorical one. A…
When Infrastructure Stops Being News
Google quietly dropped its official Agent Skills repository on GitHub today. No keynote, no launch livestream, and no introducing post from a vice president. Just a repo, a README, and the assumption that the people who needed it would find it. That is the tell, and it is the whole argument of this piece: the…