platform-strategy
The Weight of the Layer You Didn’t Build
Somewhere inside Microsoft’s update machinery, a pile of metadata has grown large enough to bring Windows Server Update Services to its knees. Not a breach. Not an outage anyone engineered. Just accumulation, years of patch descriptions, superseded entries, and cross-references stacking up until the thing that distributes fixes can no longer move under its own…
The Substrate Always Wins
Broadcom announced something today called Tanzu Platform Agent Foundations. The name reads like an apology, three nouns stacked to soften the ambition, but the bet underneath it is direct. AI agents, the company is saying, will not live in the cloud as floating intelligence. They will run on something, and that something will look a…