Research notes

Security

Analysis

Productionizing Agents: Identity, Capability Supply Chains, and the Declining Marginal Cost of Autonomy

Across consumer and enterprise launches, agentic AI is shifting from impressive autonomy demos to operational systems: persistent agents inside Search and productivity surfaces, and a fast-growing enterprise stack for identity provenance, verified capabilities, continuous security testing, memory, and orchestration. The common thread is productionization—building the controls and infrastructure that make many agents economically viable at scale.

Read note
Analysis

From Feature to Facility: How AI Agents Are Becoming a Governed Execution Layer

Agents are moving into mass-market interfaces like Search while enterprises institutionalize them through capability governance and security red-teaming—tightening the feedback loop between commercialization and control as the agentic economy takes shape.

Read note