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)→

Original post →

More from Companies & People

Companies & People channel →