Your AI Fails At Real Work. The Model Isn't Why.

What's really happening inside the platform fight for agents when everyone is building demos where an AI clicks buttons but missing the strategic layer underneath?

The common story is that computer use levels the playing field — but the reality is that the visible work the model does is distracting us from who defines what the button means, and that's where the real moat lives.

In this video, I share the inside scoop on why semantic work primitives matter more than access:

• Why there are three layers to keep in your head: access, meaning, and authority

• How coding agents worked first because software development has unusually rich work semantics

• What Perplexity's move from search to browser to personal computer reveals about the strategy

• Where Salesforce going headless and SAP blocking agents tells you which approach survives

Leaders asking whether the agent can act are asking the wrong question — ask whether the product knows what that action means.

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