The AI agent gold rush mirrors SaaS in 2010. Most will fail for the same reasons. Here's what separates the winners from the wrappers.
Chime has 22 million customers. It offers checking accounts, savings accounts, a debit card, and direct deposit. It looks like a bank. It markets like a
The Premise Is Simple. The Implications Are Not. Shopify lends money to its merchants. Uber issues debit cards to its drivers. Amazon extends credit to its
Deep analysis across the systems, strategies, and economics that shape modern technology.
Premium Members Get: Exclusive deep-dive research · Architecture playbooks · Executive briefings · Full archive access
