Don't Go Monolithic; The Agent Stack Is Stratifying

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The defensible asset in enterprise AI is not the model. It’s the organizational world model. Every major compute era decomposes into specialized layers with different winners at each level. Cloud split into IaaS, PaaS, and SaaS. The modern data stack split into ingestion, warehousing, transformation, and BI. Each time, specialists beat the generalists because the layers have fundamentally…

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