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.
This episode has not been transcribed yet
Use STT.ai to transcribe this episode with AI.Obtenez un texte précis avec la détection de locuteur, des timestamps, et l'exportation dans plusieurs formats.
Detekto di speaker
Time stamps na level ya mawu
Export as SRT, TXT, JSON