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Zayd Krunz's avatar

I feel like the push to agent-first infrastructure will be much less subtle. As computer use gets much better, what incentive does a product team have to duplicate effort across a human stack and agent stack?

Carlos Mattos's avatar

Strong piece, the split between "doing" work and "trust/judgement" work is the right axis, and I'm stealing it.

One place the 2030 vision hits a wall that isn't a maturity problem: regulated enterprise. You land on cloud-first as the destination, concurrency, backlogs, refine-from-anywhere, sandboxes that are rock solid. In financial services a lot of that is simply off the table. You often can't send customer data to a third-party sandbox at all; there's data residency, model-in-the-loop audit, and regulators who treat "the agent did it" as your liability, not the vendor's. So agent-first architecture for a bank has to solve the concurrency-and-babysitting problem without the cloud-first escape hatch. That's not a smaller version of your problem, it's a different one.

Which is why "context is the moat" reads even harder from where I sit. In a bank, the context, the semantic layer, what counts as a correct answer, is real advantage and it's locked behind the exact governance that slows the agents down. The moat and the friction are the same wall. Whoever builds 2030-shaped software inside those constraints owns a market your frontier customers never touch.

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