I’ve been thinking about one of the more interesting disconnects in public markets today: how investors are valuing IT services and BPO companies in the age of AI. The more I look at it, the more I think the market is asking the right question and arriving at the wrong conclusion. The question is straightforward.Continue reading “The Second-Order AI Trade”
Category Archives: Uncategorized
Stop Choosing Between MCP and CLIs. Build a Harness That Makes Transport Boring.
Most agent infrastructure debates follow a familiar pattern. Teams argue about the protocol, commit to a direction, build toward it for six months, and then discover the real problem was never the protocol at all. The MCP vs. CLI argument is exactly that debate. I’ve watched it play out at enough teams now to beContinue reading “Stop Choosing Between MCP and CLIs. Build a Harness That Makes Transport Boring.”
The Builder, the Critic, and the Circuit Breaker: How I’d Design AI Agents That Don’t Bankrupt You
Most multi-agent architectures look elegant on the whiteboard. Agent A generates the output. Agent B judges it against a strict checklist. No AI grading its own homework, clean separation of concerns, autonomous iteration until the job is done. Then you open the billing dashboard. Your agents are locked in a loop, Agent A revising, AgentContinue reading “The Builder, the Critic, and the Circuit Breaker: How I’d Design AI Agents That Don’t Bankrupt You”
And Vijay Says... 