Google's Agent Substrate detailed: AX app layer on managed agentic compute infra

rakyll · x · 2026-09-21

rakyll, self-identified tech lead on Agent Substrate, explains the architecture: AX is a developer/researcher-facing abstraction that delivers generative features directly into the stack — the application layer tightly integrated with Google's managed agentic services — while Substrate is the underlying compute infrastructure. A replier says AX's leveling feels off, but warns Substrate is on its way to kill lots of sandbox companies.

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