The Agentic Stack
Ashu KumarAshu Kumar leads product strategy for OCI DevOps, Functions, and OKE at Oracle, focusing on Generative AI, Agentic AI, and intelligent automation to redefine developer experiences.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 68 | Founded | a year ago | Last Issue | 12 days ago |
| Active | |||||
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The SaaS Seat Is Under Attack
SaaS was built on a simple assumption:
Every workflow needs a human user.
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More users meant more seats.
More seats meant more revenue....
The Autonomy Gap
The agent demo worked because nothing real was at stake.
The agent found the document. It drafted the email. It updated the ticket. It suggested the next step. Everyone nodded.
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AI Is Not a Strategy. It Is a Stress Test.
Most companies think AI will reveal how advanced their technology is.
It usually reveals something else.
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How unclear their ownership is....
Your Company Does Not Have an AI Strategy. It Has an Exception Problem.
The AI pilot worked because the workflow was clean.
The data was selected carefully.
The use case was narrow.
The process was explained in advance.
The edge cases were removed.
The demo users were friendly.
The success metric was...
The First Billion-Dollar AI Agent Will Look Boring
The first billion-dollar AI agent probably will not look like the demos.
It will not introduce itself as a digital employee. It will not promise to run your whole company. It will not replace every analyst, operator, support rep, salespers...
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Authors
The writers behind this newsletter.
I write the production playbook for AI agents: architecture, evals, observability, FinOps, and safety. Principal PM @ Oracle, ex-founder.
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