apps are becoming agents

the world is undergoing a fundamental transition where apps are becoming agents & it’s well underway.

this matters cuz the unit of distribution is changing. i.e. apps were how capabilities reached users.. neatly bundled with ui, brand, billing, & a discovery surface. if agents become the new distribution layer, everything downstream has to be rewired from discovery, trust, monetization, brand, to even what it means to “ship” a product.

shifts to the atomic unit of distribution are rare in modern history which is exactly why this opens opportunity scopes at every layer of the stack, from silicon up through the interface.