Orchestration Economics: What the AI Labs Are Really Building (Chapter 12)

As OpenAI and Anthropic race beyond models, coding agents, control planes and enterprise context are becoming the real battleground. These are the keys to justifying their soaring valuations.

Chapter 12 · All chapters

This is the latest excerpt from AGNT: The Orchestration Economics Manifesto - An Investment Framework for the Agentic Era. Each Thursday, I explore a major theme of the Manifesto and unpack the frameworks, adding extra context with more recent developments. Note: The figures and sequential references are taken directly from the larger Manifesto that was originally published in April 2026.