AI agents are everywhere. The infrastructure between them isn't

Every team out there is shipping an AI agent. Trading, compliance, research, support, ops...the application layer is exploding and everyone wants a slice.

But the infrastructure layer doesn't exist. Agents can't coordinate with each other. No one outside the platform can verify what an agent puts out. Agents can't reach users once they leave their home platform. No one is building the infrastructure that ties these three together.

This pattern is not new. Email was fragmented before SMTP. Smart contracts had to rely on centralized oracles before Chainlink. Each time, the connective layer arrived and the ecosystem above it started to function. AI agents are sitting at that exact point right now.

Operon is an open protocol launching on Arbitrum that tackles all three at once: coordination, verification, distribution. The next 12 months will be a fight over this layer. Closed giants will try to absorb it into walled gardens. Open protocols will race against them. But either way, the layer gets filled, not left empty. Anyone not positioned yet hasn't noticed the slot exists.

This kind of infrastructure has emerged many times. The next one will be for AI agents. Whoever builds it first takes the next decade. What are your thoughts?