Huge fan of Rob May’s article on AI investment - 👏 Finally, someone naming what most don’t want to admit.
The app layer’s running on borrowed time — orchestration hacks, webhook glue, and brittle integrations that won’t survive the move to autonomous execution.
The real investable bet isn’t another interface — it’s rebuilding the infrastructure layer AI will actually demand. Event-native, identity-resilient, and built to coordinate—not just compute.
Huge fan of Rob May’s article on AI investment - 👏 Finally, someone naming what most don’t want to admit.
The app layer’s running on borrowed time — orchestration hacks, webhook glue, and brittle integrations that won’t survive the move to autonomous execution.
The real investable bet isn’t another interface — it’s rebuilding the infrastructure layer AI will actually demand. Event-native, identity-resilient, and built to coordinate—not just compute.