One speaker (a VC) said his number for evaluating AI-native startups is ARR per engineer, and that the number ought to be going up. Almost every talk and every booth at the AI Agents Conference was selling a fix for something that broke this year when …

We're in the DNS era of agent infrastructure. Before agents can find and trust each other at scale, you need identity, attestation, reputation, and registry infrastructure — the same structural role DNS played before search was possible. This came …