Essays by Ry Walker

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

May 2, 2026The Zero-Stickiness Problem at the Tool Layer

Customers spend six months configuring a coding agent and ditch it overnight when something better ships. If your value proposition lives at the tool layer, you are one leapfrog from irrelevance.

May 1, 2026The Orchestration Bet

Most companies are betting on building the best agent. A smaller number are betting that the best agent changes every week — and that the durable value is in orchestration.

Apr 30, 2026Agents Are Software, and Software Needs a Factory

People talk about agent harnesses as if the harness is the interesting part. It is not. The interesting part is the factory — sandboxing, orchestration, persistence, model translation.