IT'S SHOVELS ALL THE WAY DOWN

Summary from the TLDR Founders newsletter

It's an open secret that AI agents aren't reliable because they're stochastic, prone to lying, expensive, and make mistakes. Businesses are responding by selling better cages, but AI is not deterministic. Nobody survived the cloud wars by having a better shovel - they survived by building moats. These companies are competing with model improvements, and the models will eventually win.