notes

The Agentic Infrastructure Era — Joe Duffy

There’s a section in this article titled ‘Turning Infrastructure problems into coding problems’. That’s exactly the mentality to have moving forward. AI is great at coding so why not lean into that to become leaner? Literally never heard of this company before this article, but seeing some tooling surrounding agentic infrastructure is exciting. Specifically Agent accounts and their agent neo. Not sure about integrating into my homelab stack - I think that’s just added complexity and Nix is already a full blown language - but I like the cut of this article’s jib.

Anthropic Is Preparing for IPO and We Should Be Worried — Vincent Schmalbach

I’ve always thought Anthropic is the Apple of AI companies — amazing product inside a walled garden. As they march toward IPO (and almost certainly raise prices along the way), the question becomes what a good budget AI stack looks like. Which puts a spotlight on the cheap Chinese models, where you can get near-frontier performance at often 10x lower cost.