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🔮 Exponential View #559: coherent agents; goodbye SaaS; orchestrators needed; space phages, immortality & Kimi's true identity++

Azeem Azhar and Nathan Warren
Feb 04, 2026
∙ Paid
This post originally appeared in Exponential View.

“SaaS was built on a knowledge asymmetry: vendors knew how to build, customers knew what they needed. AI agents have collapsed that asymmetry.”

Hi all,

I’ve been following AI publicly through this newsletter for a decade. I’ve never seen a week like this one.

Agents work now. Not “work with caveats,” not “work if you’re technical.” They just work. And what happened next – tens of thousands of downloads, a social network for agents, infrastructure companies treating it as infrastructure – happened in days.

Let’s walk through it.

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Azeem Azhar's avatar
A guest post by
Azeem Azhar
AI and exponential technologies.
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Nathan Warren's avatar
A guest post by
Nathan Warren
Senior Researcher @ Exponential View Exploring emerging technologies and their impact on society.
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