#agentic

McKinsey counted 1,719 leaders in August. Large firms scaling agents jumped to 40%. Firms moving earnings stayed at 6%. Part of that gap is architectural.

The AI Act's transparency duties went live on 2 August. They govern what an agent says about itself. Nothing governs what it may touch.

Gartner says 40% of enterprise apps will embed agents this year, and that most vendors are faking it. Both are true because 'agent' stopped being a technical word.

On 4 May, OpenAI and Anthropic announced enterprise services joint ventures on the same day. Not the model. Not the API. The work. The middleman is the casualty.

Karpathy reframed LLMs as statistical distillates of text, not animals that learn the world. The shift from vibe coding to agent engineering is what production has been waiting for.

Notes from a ProductTank Madrid we hosted at Shakers, on what changes when AI enters a product team — and what doesn't.

Dorsey from Block and Botha from Sequoia published a new operating model for AI-native organizations. It looks like architecture, but it is really a strategy for not letting your roadmap become the limit on what your AI can do.

Anthropic's Claude Code leaked 512,000 lines via an npm source map while OpenAI shipped Codex CLI as Apache 2.0 from day one. The lesson is not about open source ideology. It is about where defensibility actually lives in this cycle.