Skip to content

Technology

Agent Infrastructure

Payments, protocols, runtimes, and the cost of reasoning.

  1. Agent InfrastructureAnalysis

    AI Agents Now Clock a 16-Hour Workday

    METR's benchmark shows the clean-task horizon doubling fast, but the same agents still trip on messy real work in minutes.

    Oct 28, 20265 min read

  1. Agent InfrastructureRoundup

    Agents Escape, Nvidia Charges, Elvis Sues

    OpenAI's own agents found real ways out of their sandboxes, Nvidia priced agent security at $2,000 a chip, and Elvis Presley's estate sued Anthropic.

    Oct 26, 20268 min read

  2. Agent InfrastructureAnalysis

    Linux Maintainers Scrap Their AI Disclosure Tag

    Linux's maintainers dropped the rule asking coders to flag AI-assisted patches, and Torvalds says what matters is that coders understand what they submit.

    Oct 24, 20266 min read

  3. Agent InfrastructureNews

    Anthropic Launches Claude Duet, an Always-On Agent

    Claude Duet drafts replies and runs tasks on its own, answering rivals from OpenAI and Meta.

    Oct 21, 20265 min read

  4. Agent InfrastructureNews

    DeepMind's Agents Beat Minecraft After 605 Deaths

    Four Gemini 4 Argon agents finished Minecraft on their own, after 605 deaths and 2,783 self-written programs in one 27-hour run.

    Oct 21, 20264 min read

  5. Agent InfrastructureAnalysis

    Claude Spends Most of Its Time Waiting on You

    Anthropic's own data says Claude agents spend most of their work time waiting for a person.

    Oct 20, 20264 min read

  6. Agent InfrastructureAnalysis

    OpenAI Promises Codex Reset as Claude Pro Users Hit Limits

    OpenAI's Codex lead pledged a daily fix or reset for 28 days, as Anthropic's own increase to Claude Pro nets out as a cut.

    Oct 17, 20266 min read

  7. Agent InfrastructureAnalysis

    Five Memory Vendors Claim the Lead on One Benchmark

    past.dev posted the highest BEAM scores yet, four rivals claimed the same crown since April, and AI Lately grades nine memory layers.

    Oct 16, 20267 min read

  8. Agent InfrastructureAnalysis, Greg Isenberg's Takes, Graded

    Data Backs 4 of Greg Isenberg's 18 New Takes

    Part two: Greg Isenberg posted 18 more San Francisco takes on Oct. 15, and published data backs four of them as hard trends.

    Oct 15, 20269 min read

  9. Agent InfrastructureAnalysis, Greg Isenberg's Takes, Graded

    Data Backs 13 of Greg Isenberg's 21 AI Takes

    AI Lately graded Greg Isenberg's 21 San Francisco observations as hard or soft trends, each backed by three statistics and a chart.

    Oct 15, 20269 min read

  10. Agent InfrastructureAnalysis

    Jonathan Sullivan Tests Dot and Muse on Everyday Errands

    Jonathan Sullivan gave OpenAI's Dot and Meta's Muse the same errands and found that memory and calendar access set them apart.

    Oct 14, 20265 min read

  11. Agent InfrastructureAnalysis

    OpenAI Launches Dots, Agents That Start Work Before You Ask

    OpenAI unveiled dots at DevDay on Tuesday: always-on agents with their own cloud computers that read your connected apps and act on what they find. Pro plans from $100 a month and Business Premium get them first, with Pro held back in the EEA, Switzerland and the UK.

    Sep 29, 20269 min read

  12. Agent InfrastructureOpinion

    The Invoice Agentforce Left Uncapped

    Salesforce's Agentforce revenue grew 240 percent this year by billing enterprises for units of agent work in place of human seats, and Gartner says that meter keeps climbing.

    Sep 25, 20263 min read

  13. Agent InfrastructureRoundup

    The Signal Brief: Sunday's Silence, Silicon, and Sovereign Capital

    OpenAI's four-month silence about its own rogue agents, a $60 billion Qualcomm-Amazon chip pact, and Cohere's bid for a sovereign AI war chest show capital and disclosure moving in opposite directions.

    Sep 13, 20267 min read

  14. Agent InfrastructureRoundup

    The Signal Brief: Wednesday's Reckonings, Raises, and Robots

    A pretraining researcher's exit, a credit fight over a machine-solved Millennium Prize problem, and Cognition's forty-eight-billion-dollar valuation show capital and conscience pulling AI in opposite directions this Wednesday.

    Sep 9, 20266 min read

  15. Agent InfrastructureAnalysis, 2026 in Stories

    Agent Security Becomes a Board Matter

    OpenAI's agents breached Hugging Face through reward hacking, Nvidia bought the compromised platform days later, and CrowdStrike posted its best quarter ever selling defenses against exactly that scenario.

    Sep 3, 20266 min read

  16. Agent InfrastructureFeature

    Reasoning's Rebate: BRAID and the Economics of Bounded Reasoning

    Armağan Amcalar and Eyup Cinar's BRAID framework treats AI reasoning as a bounded, auditable graph, and OpenServ's benchmark claims against GPT models are pushing enterprises to price reasoning by the dollar saved per correct answer.

    Sep 1, 20267 min read

  17. Agent InfrastructureAnalysis, 2026 in Stories

    Inference Economics: Gartner's 96 Percent

    Gartner projects AI-optimized cloud infrastructure spending to nearly double in 2026 even as per-token prices keep collapsing, a paradox that inference specialists and reasoning researchers are racing to resolve.

    Aug 26, 20265 min read

  18. Agent InfrastructureAnalysis

    The Interoperability Layer: MCP and A2A

    Anthropic's Model Context Protocol and Google's Agent2Agent protocol left single-company control for the Linux Foundation within roughly a year, assembling every major AI lab under one governance roof.

    Aug 12, 20265 min read

  19. Agent InfrastructureAnalysis, 2026 in Stories

    Machines With Money: Agent Payments Arrive

    Mastercard, Visa, Stripe, Google, and Coinbase built five competing rails for agent payments inside fifteen months, and their overlapping partner rosters reveal a single converging standard taking shape.

    Jun 10, 20266 min read

  20. Agent InfrastructureAnalysis

    The Agent Runtime Wars

    OpenAI, Anthropic, Google, Microsoft, and the open-source LangChain ecosystem each shipped a competing agent-runtime abstraction within one year, leaving orchestration itself, ahead of the underlying protocol, as agentic AI's real lock-in layer.

    Jan 1, 20266 min read

Keyboard

j k
Move through a list
Enter
Open the selected piece
/
Search, and browse the columns
g then r
Right Now
g then a
Articles
g then s
The Signal
g then o
Opinion
g then b
Analysis
g then p
People
?
This sheet
Esc
Close

AI Lately Pro

Be the one who already knew.

With Pro
You already know what ships next week and who just moved, with the source.
Without it
You hear about it days later, from a screenshot in someone's Slack.

$19 a month. Cancel any time.

See everything Pro opensAsk the editor

Secure checkout through Stripe. Member? Sign in.