AI Agent Infrastructure Is the Real Story Right Now

Three separate companies shipped or expanded agent infrastructure this week — AWS AgentCore harness, Cursor Automations, and Notion's Custom Agents learnings — and the pattern is clear: the platforms are doing the hard scaffolding work so product teams don't have to. Meanwhile, Stripe published real consumer spending data on AI, and Arthur Mensch made his open-source positioning explicit in a way that matters for enterprise PMs evaluating model providers.