Blog · Opinion
Opinion
What we think about agents and the tools they use, and where we disagree with the industry, with a source for every number.
What we think, the argument these posts make, in order.
· Opinion · 5 min read
Few people have seen what agents can do, so little is built for them
Vlad Cealicu on why so little of the web and so few tools are built for agents yet. Andrej Karpathy's funnel of who has seen what AI can do, numbers from 1,004 tools, 20 agents in parallel, and how agents will buy the tools they use, the way travel agencies once sold trips.
· Opinion · 3 min read
Cypherpunks write code, and now agents read it
Vlad Cealicu on REA, an open-source tool that lets a coding agent take apart any program and rebuild it, which went from its first release in July to over 100,000 GitHub stars. Why it's what the cypherpunks wanted, and why the explosion of software is only starting.
· Opinion · 3 min read
Decision models, part two: train your own
Vlad Cealicu on the other way out of the decision model land grab. Coinbase fine-tuned Qwen3.5-9B on its own fraud data and says it beat frontier models. Eleven of the fifteen decision models we list publish weights, and why a company's own decisions are the best training data it has.
· Opinion · 4 min read
Most agent tools can't pass a due-diligence questionnaire
Vlad Cealicu on why most agent tools aren't fit for enterprise yet. We asked eight standard due-diligence questions of 760 hosted tools. Nine answer all eight in public, and a third answer three or fewer.
· Opinion · 4 min read
After a year building a personal agent, I mostly want it to help me remember
After a year building LocalGhost, Vlad Cealicu values memory, research and summaries most. What that experience means for the new Personal Agent Protocol.
· Opinion · 5 min read
Decision models are popping up like mushrooms after the rain
Vlad Cealicu on why fourteen decision models launched in under four weeks, what Microsoft, OpenAI, Cloudflare, Perplexity and the rest have at stake, and why everyone wants to see the decisions your agents make.