Front page
The labs will eat memory. They won't eat durability.
Context compaction has moved inside the models and their platforms. Durable execution is now sold by every cloud, and the independents keep growing anyway. What survives absorption is not a capability. It is neutrality.
By the lab · 10 min · Continued on page 2
For two years the question about AI agents was whether they were smart enough. It was the wrong question. An agent that reasons well for twenty minutes and then loses the thread, crashes, or quietly declares an unfinished job finished is not a worker. It is a demo with a long runtime.
The question that decides whether agents become a workforce is durability: can a piece of work started on Monday still be standing, correct and accountable, on Friday? Underneath it sits the strategic question every startup building agent infrastructure is now asking. When the labs ship the next model, does my product disappear into it? Our answer: memory is being absorbed, durable execution is being commoditised by the clouds, and the companies that survive both are the ones selling neutrality rather than capability.
