#Agents

Part 1 mapped what the incumbents are building for. This piece looks for the holes they leave. The door is free and the meter is going free, so I'd back what agents buy and the risk of what they do, at prices a realistic exit can repay.

The agent-payment protocols are free, and the open ones carry almost no money. The return sits with whoever issues the agent's credential and writes the rule for who eats a bad payment, mostly card networks and issuers, and with whoever owns the shopper's attention.

A follow-up on Conrad, my autonomous GTM agent. This round he learned to grade his own work, run his own A/B tests, and rewrite his own playbook when the numbers slip. Here is what I built, what broke, and what I want to try next.

I built Conrad: a fully autonomous, self-improving AI agent that discovers investors, drafts outreach, processes inbound replies, turns user feedback into GitHub PRs, and updates itself every day. Here's the full technical breakdown of how it works, end to end.