AI changed what a product is.
Products used to have edges. You drew a box, positioned what was inside, priced it, sold it. The entire go-to-market stack—positioning, competitive analysis, pricing, sales enablement—assumes a bounded thing.
AI agents, MCP, and composability protocols broke that assumption. An agent discovers your API and wires it into workflows you never imagined. Your product becomes one node in a chain that didn't exist yesterday. Surface area is emergent, not shipped. Defined at runtime by the agent, not your product team.
The GTM consequences are everywhere. You can't position a moving target. Your competitor isn't just your category. It's anything in the agent's toolkit that approximates your function.
Subscription and per-seat pricing assume human purchasing decisions, but agent-mediated usage is bursty and autonomous. Your sales motion now has two buyers: the human with budget and the developer or agent choosing tools. And your analytics show what the agent does, not what the human values, making product-market fit harder to read.
Old moats erode fast when agents swap tools per-call with no loyalty. Features, brand, switching costs. None of them hold. Data quality, reliability, and composability depth do. Trust does too, but who evaluates trust when the buyer is an LLM is an open problem.
Your API surface is your product now. Position on trust and reliability, not features. Rethink pricing for autonomous usage. And pay attention to who controls the curation layer. Tool registries, agent defaults, discovery protocols. That's where distribution lives next.
Login to reply
Replies (15)
I wonder if there’s a way to predict which apis will be in high demand and just cater to those needs 🤔
Product is just a shared delusion between a company and their customers.
Ooo, I love that
Not to be that guy (which I am) but I've been saying this for two years and said it to my former head of product when I walked away from SaaS.
AI eventually melts UI and product as we know it. Total inversion. The "app" concept of software is late stage. The interface belongs to the users.
View quoted note →
This is one of those pieces that quietly changes how you see the world.
What struck me most is not just the historical comparison — it’s the reminder that justice was once something people earned through trust, speed, and reputation… not something monopolized behind layers of cost and delay.
The image of merchants resolving disputes before sunset while modern systems take years is powerful. It forces an uncomfortable question: are we protecting justice, or protecting the institutions around it?
The connection to Bitcoin, Nostr, multisig escrow, and decentralized arbitration isn’t just technical — it’s philosophical. It’s about returning agency to individuals. It’s about aligning incentives with outcomes. It’s about making justice responsive again.
Whether someone agrees fully or not, this article challenges a deeply rooted assumption: that only centralized power can deliver order.
And that alone makes it worth reading carefully.
Important conversation. Bold argument. Thought-provoking from beginning to end.
gofundme.com
Donate to Wesam Sharaf and his family in Gaza, organized by Saleh Shan
Before October 7th, we lived a peaceful life, filled with hope and dreams for the futur… Saleh Shan needs your support for Wesam Sharaf and his f...
Someone listened to the Clawdfather interview I see.
I haven't. Where can I find it?
What kicked this off was a call with @franzap.
watch this if you're into agentic coding. tons of valuable lessons on how the machines think and how to become a better vibe coder
View quoted note →
which one? I listened to a short pod from YCombinator but don't recall much
Oh, no. A 10-hour Lex rip. 🤣
Wen @Sovereign Engineering Biz Bootcamp?
Damn will yt-dlp that right away
Totally agree. This is why CVM 💛
This is why CVM.
In an agent-mediated world, the shipped feature set matters less than what an agent can discover and compose at runtime. Your real product becomes your callable surface area: reliability, clear schemas, predictable behavior, and the ability to snap into workflows you didn’t design.
That shift makes distribution the new battleground. If discovery collapses into a handful of registries and default tool lists, the ecosystem recentralizes fast, no matter how open the API spec looks.
You can already see the gravity well: MCP’s mainstream path tends to reintroduce old control points, registries anchored to domains, OAuth-based access, and platform-shaped “approved” directories. They’re convenient, but they harden into gatekeeping, and single points of failure.
ContextVM is built to route around that. It runs MCP over Nostr so services are addressed by public keys, routed over relays, and announced publicly without permission. Discovery becomes a network primitive instead of a platform feature. Relays act as decentralized repositories, and curation becomes competitive and plural rather than owned.
We’ve just added payments in a way that composes cleanly with autonomous, per-call usage. If agents can swap tools mid-workflow, pricing has to be as modular as the capabilities themselves, without dragging builders back into accounts, gatekeepers, and permissioned land.
ContextVM’s wager is simple: if agents are going to assemble the future on the fly, the underlying rails for identity, discovery, and payment must be open, permissionless, and censorship-resistant by default.
View quoted note →
View quoted note →
Lex really rebranded his podcast a couple years too soon 🤭