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Wrote about businesses that will dominate when AI agents become primary users and what infrastructure AI cannot replace.
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Jan 2026 — Mar 2026
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- analysis1
- opinion1
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- business1
- product1
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Tina He as author
The Race Is On to Redesign Everything for AI Agents
EveryopinionpositiveMar 1, 2026
As autonomous AI agents become primary users and customers, companies must redesign products around agent interpretability, agentic attention, and human-agent collaboration to capture emerging multibillion-dollar markets.
“Author of "The Race Is On to Redesign Everything for AI Agents" in Every”
AI AgentsAI ProductsDeveloper ToolsFoundation Models
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The Boring Businesses That Will Dominate the AI Era
ThesisanalysisneutralJan 18, 2026
As AI models commoditize, competitive advantage shifts from model quality to owning the essential infrastructure layer that AI agents cannot route around—data access, workflow execution, and regulatory compliance systems.
“Wrote about businesses that will dominate when AI agents become primary users and what infrastructure AI cannot replace.”
AI AgentsAI InfrastructureFoundation ModelsAI Products