Essays by Ry Walker

Essays on AI, startups, and software engineering by Ry Walker, founder of Tembo and Astronomer.

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May 3, 2026From Agent to Platform: Why the GTM Is Services-Shaped

There is no winner-take-all platform in agents. The GTM is services-shaped, the harness is commoditized, and coding-agent companies have a narrow window to pivot before the floor falls out.