Stratechery (free feed)Article
Apps, Agents, and Aggregation
Thompson is claiming agents reframe the value chain: apps become inputs to agents, not endpoints. If he's right, it reshapes how you think about API design, moat sustainability, and where power concentrates. Worth reading the full piece. For builders: your app might be more valuable as an agent input than as a standalone product. For investors: the aggregator moat is moving up the stack.