A response to "Software Ate the World, Now Hardware Is Eating Software." The diagnosis is right — value is migrating and point software is being crushed. The prognosis is wrong. When the bottom of the stack commoditizes, value doesn't stay there. It climbs back up to the layer the thesis forgot: the agent.
Read more →The third post in the MCP series. The first two argued when MCP wins and loses. This one looks at the terrain MCP is supposed to win on — OAuth-bound integrations — and shows why even there, the ground is more fragile than it looks.
Read more →Why CLI-based skills are often cheaper, safer, and more ergonomic than MCP servers — and the one case where MCP genuinely wins.
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