AIs Two Wars: The Interface and the Infrastructure
As tech giants like Google and Meta battle to embed AI into every interaction, a second, hidden conflict is emerging. Beyond the visible war for browsers and wearables, a new industry is racing to build the essential “agentic infrastructure” needed to power a world of autonomous AI. The ultimate prize is not just the smartest machine, but control of the very plumbing of a new digital economy. This is Menlo Park. A developer at Meta’s annual conference watches the presentation, expecting complexity. He expected a new operating system, a new world to build from scratch. Instead, the code shown is familiar. It is the language of smartphones. The new smart glasses, he realizes, are not a new computer. They are simply new eyes and ears for the phone already in his pocket. ...