Perplexity Goes Multiplayer, AI Token Budgets Arrive, and Stateless MCP
AI PM Research
Saturday, August 1, 2026
Perplexity Goes Multiplayer, AI Token Budgets Arrive, and Stateless MCP
Three signals today that all point at the same underlying question: who controls AI resource consumption, and at what level of the stack? Perplexity just made Computer a multiplayer agentic OS. Atlassian is capping AI token spend per employee. And Simon Willison's stateless MCP work shows why the protocol's architecture choices matter more than most PMs realize.
Also today
- Cassie Kozyrkov
- Notion
- Vercel AI Gateway
- Patrick Collison
- OpenAI
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