// ai systems architecture

Source: Nate’s Substack

Google's I/O launch of six agent protocols masks a narrower technical reality: only three will likely achieve the network effects needed to become standards, because agent-to-agent communication requires interoperability that naturally consolidates around dominant specs. The companies that win this consolidation—by getting their protocol into the trio that achieves critical mass—will own the infrastructure layer for AI agent commerce and task delegation. Protocol selection is this year's actual competitive battleground beneath the public demo spectacle. Agent standards aren't neutral: they encode whose data formats, whose security models, and whose business models get baked into the foundation of autonomous systems.