Thesis: agentic infrastructure is the next platform shift. The model is the least interesting part of the system. The substrate around it — context, memory, search, data access, verification loops — is where the durable value accrues, and where the next decade of venture returns will be built.

I write from inside that bet. Forward-deployed AI at Strange Loop Labs for Fortune 500 and Big Four. A portfolio of wedges into the stack I’m building toward — ticket-rs.io (context), sgrep.sh (search), sqlgenie.ai (data). Seven models on Hugging Face, an economics background, and a habit of naming sacred cows in the title.

Less futurism, more market structure. Less hype, more receipts.