The Clearinghouse For AI Agents Has A Blind Spot
Jamin Ball’s recent piece, “Systems of Record Won the SaaS Era — Clearinghouses Will Win the Agents Era,” is the cleanest articulation I’ve seen of where the durable moat goes next. His argument is simple and, I think, correct: the SaaS era rewarded whoever owned the system of record, and the agent era will reward whoever owns the clearinghouse.