tech
April 8, 2026
Your AI Agent Depends on Six Layers
A new infrastructure stack is forming underneath your AI agents. Almost nobody can tell which parts of it will last.
TL;DR
- A new infrastructure stack is forming for AI agents, with hundreds of startups and millions in venture capital.
- The current situation is analogous to past transitions in cloud computing and API-first development.
- The emerging stack consists of compute, identity, memory, tool access, billing, and orchestration, designed for AI agents.
- Some layers are expected to be durable, while others are transitional, and critical layers are still missing.
- Understanding the durability of these layers is crucial for builders to avoid lock-in and migration costs.
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