Comment by cjbarber
3 hours ago
I think this is smart and very interesting. I see it like an aggregator marketplace. A powerful position to be in.
Cloudflare, GitHub (if they shipped more), Anthropic and OpenAI are also in decent positions to do this.
I wrote notes on this previously [1]. If you believe agents are going to be big consumers, it's helpful to make things that today allow users of agents to easily discover and purchase services via apis.
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