Reading up on platform-economics
2 deep · digging since mar 25
- AI's Bundling Moment
As AI model release cadence accelerates to every 42 days, companies like Harvey, Glean, and ElevenLabs are expanding from single workflow tools into broad platforms, reversing the SaaS-era unbundling strategy.
- App Store | Age of Agent - by FD - Robonomics
AI agents will bypass the App Store model because they connect via APIs and open protocols (MCP), shifting value from payment to discovery.