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.

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Ampiasao ny STT.ai hanoratana ity fizarana ity amin'ny AI. Azonao atao ny mahazo lahatsoratra marina miaraka amin'ny famantarana ny mpiteny, ny famantarana ny fotoana, ary ny fanondranana amin'ny lamina maro.

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