RDLTR

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One topic. Every takeSeek and you shall find

Reading up on platform-economics

2 deep · digging since mar 25

  • tomtunguz.com favicon
    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.

  • robonomics.substack.com favicon
    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.