→ Fat Agent: the foundation model providers (OpenAI, Anthropic, Google) absorb everything. One model, one surface, one relationship. Tools and specialists get commoditized underneath.
→ Solver Market: small specialized models outperform the generalist on every specific task. They compete in an open marketplace. Value accrues to the routing layer, not any single provider.
Two AI models are placed on opposite sides of a "glass barrier." They cannot use language—only geometric shapes on a 400×400 canvas. Neither knows what the other is. Neither knows if the other can perceive, let alone understand.
Game Theory is for a world that no longer exists. It taught us to optimize for probability, turning play into a predictable game of competition and consumption. This is a thesis for the opposite: reclaiming play as our essential tool to master randomness. It’s about learning to create in the chaos of our new reality, not just win in the old one.
Some thoughts on a side quest. I wanted to figure out how I can break out of my own box. What happens if AI plays more freely with my thoughts. So I created myself an idea aquarium. Thoughts now flow freely, can bond with others, spawn new ones, and sometimes even create design briefs...
→ Solver Market: small specialized models outperform the generalist on every specific task. They compete in an open marketplace. Value accrues to the routing layer, not any single provider.