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Thoughts on AI agents, software engineering, and building the future of development.

48 articles · Page 6 of 8

StrategyFebruary 14, 2026·6 min read

Agent-as-a-Service Is Replacing SaaS — And Most Companies Aren't Ready

The shift is structural. SaaS gave you tools. Agent-as-a-Service gives you workers. Instead of buying software licenses and hoping your team learns to use them, you're deploying agent teams that operate 24/7, scale instantly, and cost a fraction of equivalent human labor. The AI agent market hit $10.91 billion in 2026 (Grand View Research) with nearly 50% year-over-year growth — and the fastest-growing segment isn't chatbots or copilots, it's production agent infrastructure.

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IndustryFebruary 14, 2026·5 min read

Infosys and Cognizant Just Bet on Autonomous Agents — Traditional Outsourcing Is on Notice

In January 2026, both Infosys and Cognizant signed strategic partnerships with Cognition to deploy Devin across global enterprise operations. These aren't pilot programs — Infosys reports "significant improvements in engineering quality" across banking, payments, and capital markets after six months of production use. Cognition itself just hit a $10.2 billion valuation after raising $400M+, with Devin crossing $150M ARR.

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Market AnalysisFebruary 14, 2026·5 min read

Vertical AI Agents Are Growing at 62.7% CAGR — Why Generic Agents Are Already Obsolete

MarketsandMarkets reports vertical (domain-specific) AI agents are the fastest-growing segment at 62.7% CAGR, outpacing even multi-agent systems at 48.5%. Deloitte's 2026 Tech Trends report calls it the "agentic enterprise" — where agents aren't general-purpose assistants but specialists tuned to specific industries and workflows.

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StrategyFebruary 14, 2026·5 min read

Coding Agents Are Commoditizing Fast — Orchestration Is the Only Moat Left

Devin costs $500/month. Cursor Composer costs $20. PlayCode Agent costs $10. Claude's agentic mode costs $20. The price of an AI coding agent has collapsed 96% in under a year — and it's still falling. When the raw capability becomes a commodity, where does the value go?

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StrategyFebruary 14, 2026·5 min read

Coding Agents Are Commoditizing Fast — Orchestration Is the Only Moat Left

Devin costs $500/month. Cursor Composer costs $20. PlayCode Agent costs $10. Claude's agentic mode costs $20. The price of an AI coding agent has collapsed 96% in under a year — and it's still falling. When the raw capability becomes a commodity, where does the value go?

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IndustryFebruary 14, 2026·7 min read

75% of Banks Now Use AI Agents for Customer Service — Financial Services Is the Proving Ground for Agent Teams

Financial services has quietly become the largest deployment vertical for AI agents, and the numbers are staggering. RTS Labs reports 75% of banks now use AI agents for customer service, 64% for fraud detection, and 61% for loan processing. This isn't pilot territory — it's production at scale, handling real money, real customers, and real regulatory scrutiny.

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