David Marcus: Winner of the agent stack race becomes the new OS of the agentic era

jeff_weinstein · x · 2026-09-20

David Marcus argues that if the new play is a personal or business agent stack bundling inference, a VM, computer use, connectors and transactional capabilities, the winner of this race will effectively become the new mainstream OS for the agentic era. Jeff Weinstein amplified the take, underscoring the shift from standalone models to full-stack agent infrastructure.

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