Cumulative thesis
The Trust Layer
What makes autonomous systems trustworthy enough to act?
Agents need identity, provenance, permissions, reputation, and a way to escalate uncertainty. Intelligence without those systems produces demos, not dependable institutions.
Where we land
The agent economy will scale only when verification becomes cheaper than blind trust and accountability survives every handoff.
Essays in this thread
7 essays
Future To Build
The next great companies will turn abundant intelligence into capability people can actually own.
Essays
The Internet of AI Agents: From Billions to Trillions
The internet was built for humans. An agent economy needs identity, discovery, trust, and protocols for trillions of autonomous actors.
Essays
Ontology, Context and Semantic Data Layers
Ontology defines what a business means. The context layer decides how agents retrieve, permission, verify, and use that meaning.
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What the Model Thinks But Doesn't Say
Anthropic found a global workspace inside Claude: a silent, evolving set of unspoken words the model thinks with. Learning to read it may matter more for the agent economy than the next benchmark record.
EssaysWhy Enterprise AI Is an Adoption Problem First
The hard part of enterprise AI is rarely access to capability. It is earning trust inside the operating reality of the business.
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Orbital Data Centers: The Sun Never Sets, But Cooling Is Finite
AI infrastructure is pushing compute toward orbit. The sun never sets there, but the heat still has to go somewhere.
Essays
The Future of Digital Biomarkers: How AI is Revolutionizing Wearable Health
AI-powered wearables are moving healthcare from retrospective measurement toward earlier, more personal signals.
Essays