Analysis7 min
Always-On Agents Have Identities Now. Nobody Has an Agent Identity System.
OpenAI's Dots and Meta's Muse hand agents their own identity and credentials. The unsolved part is sponsorship, scoping and audit.
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Analysis7 min
MCP Isn't Dying — It's Being Claimed by the Identity Vendors
MCP isn't dying — identity vendors are claiming it as the enforcement layer for enterprise agents. Both sides of the ergonomics debate miss it.
AI Research8 min
The Agent Economy Goes Meta: Advertising, Verification, and Automation Become the New Infrastructure Layer
IdleDev, AEVS, and Bond signal the shift from agents-as-tools to agents-as-economic-actors. Here is the infrastructure stack every CTO needs to understand.
Analysis7 min
Anthropic's IPO: The $965B Test of Safety-First AI at Scale
Anthropic files for IPO after $65B raise at $965B valuation. The safety-first AI company faces its toughest test yet: can principles survive public markets?