Stratechery
Agents Over Bubbles
Mar 16, 2026
Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble.
ʻAʻole i kākau ʻia kēia ʻanuʻu
Hoʻohana i STT.ai e hoʻololi i kēia ʻāpana me AI. E loaʻa i ka huaʻōlelo pololei me ka ʻike ʻana i ka mea kākau, nā manawa, a me ka hoʻouna ʻana i nā ʻano like ʻole.
Ka hōʻike leo
Ka manawa o ka pae hua'ōlelo
Hoʻouna i ka SRT, TXT, JSON