Agent-native execution is the platform shift
We are at the beginning of a fundamental shift in how software gets built and operated.
The claim
Agent-native platforms will become the dominant execution environment for software development, just as cloud-native platforms displaced on-premise infrastructure.
Why now
- Language models can write code: Not perfectly, but well enough to be useful
- Context windows are large enough: Complex codebases fit in working memory
- Tool use is reliable: Agents can invoke APIs, run commands, edit files
- Cost is dropping: What was expensive is becoming cheap
What agent-native means
An agent-native platform is designed from the ground up for autonomous software agents:
- Workspaces are first-class: Not an afterthought bolted onto VMs
- Permissions are capability-based: Fine-grained, auditable, revocable
- State is snapshotted: Every change is reversible
- Interfaces are typed: Agents interact with domains, not raw APIs
The opportunity
The companies that build agent-native infrastructure will capture the value of the coming wave of AI-driven software development. This is our thesis.