Analysis 8 min
The Model Is the Commodity. The Harness Is the Moat.
Frontier models are converging. The defensible layer has moved up the stack to the harness — and the real lock-in is session state, not model weights.

The full archive: research, opinions, landscape maps, and strategic implications of the agents redefining how software gets built.

OpenAI's Dots and Meta's Muse hand agents their own identity and credentials. The unsolved part is sponsorship, scoping and audit.











35 quick reads


































