Insights
Perspectives on AI infrastructure
Notes on the systems beneath intelligence — protocols, coordination, reliability and the thinking that guides our work.
- Thesis4 min read
Infrastructure will become scarce
As intelligence commoditises, the durable advantage moves to the systems that coordinate it.
- Protocols5 min read
Why the MCP ecosystem matters
Open protocols decide whether the agent ecosystem compounds or fragments.
- Engineering4 min read
Reliability is the product
Probabilistic systems still need deterministic guarantees at their edges.