Substrate could kill lots of sandbox companies, AX leveling questioned
muvaff · x · 2026-09-20
In the Agent Substrate discussion, muvaff says he isn't sure AX is the right abstraction leveling, but argues Substrate is "definitely on its way to kill lots of sandbox companies" — an industry-impact take on Google's managed agentic compute stack.
Related event: Google's Agent Substrate Leaks, Sparking Debate Over AX Layer(2 posts)→
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