Overview
One-liner
Communication for agents
Why it's interesting
Market trends shaping primitive
- 1GPU cloud capacity the new oil; Nvidia allocation a strategic moat
- 2Inference-time compute economics rewriting model serving stacks
- 3Vector + graph databases consolidating into the Postgres ecosystem
- 4Edge and on-prem AI revived by data sovereignty and latency
- 5Open-source models forcing closed-source pricing down rapidly
- 6Observability for LLM apps emerging as a distinct category
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