@risktakers
Deep Dive: A Primer On The Agentic AI Economy
AI now generates 75% of Google’s new code and up to 30% of Microsoft’s new code. Daily Claude Code commits on GitHub surpassed 134,000 in early 2026.
This primer covers:
> The five layers of an agent, and how they fit together
> Six case studies of how early adopters are deploying agents today
> The four ways agents reliably break in production
> The layer we expect to accrue the most durable value as models commoditize
> Who is positioned to control each of the five layers👇
Source: https://chamath.substack.com/p/ai-agents-primer