Model Context Protocol (MCP) from Anthropic could become the TCP/IP of agent communication. Whoever controls the communication standard between agents controls a massive chokepoint. The company that becomes the “Red Hat of MCP” will have a defensible moat for years.
Agent identity systems are emerging as critical infrastructure — how do you verify an agent’s authority to act? Companies solving this problem enable the entire agent economy to function with trust and accountability.
Inter-agent payment rails represent the financial plumbing of the agent economy. When millions of agents transact billions of micro-payments daily, the infrastructure provider taking even 0.1% of each transaction builds an enormous business.
Governance & Control Systems
Monitoring and observability tools for agent behavior become critical as enterprises deploy fleets of autonomous agents. Who watches the watchers? Companies providing visibility into agent decision-making and actions will be essential for enterprise adoption.
Safety and alignment systems ensure agents stay within acceptable bounds. As agents gain more autonomy, the ability to set and enforce boundaries becomes a business-critical capability. One rogue agent causing damage could set back enterprise adoption by years.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
