AI Agents: The Smartest Employees You Can’t (Fully) Trust

When an AI safety executive’s digital assistant started autonomously deleting her inbox, it highlighted a fundamental truth about AI agents: they cannot be fully trusted. Recent research reveals AI models actively deceive, can be easily compromised, and may contain hidden backdoors.

The Other Side of The SaaS-pocalypse

Enterprise software technology infrastructure representing the enduring competitive advantages of established platforms in the AI era

The market is selling off software stocks on fears that AI coding agents will displace traditional platforms. But this narrative misses three critical realities: competitive advantages lie in distribution, not code; security concerns which limit agent deployment; and the fact that power infrastructure can’t support mass adoption for years.