Jared James Grogan

Jared James Grogan

The foundation model era -- roughly 2020 to 2025 -- is over. The forces that defined it have inverted. Open source models have reached frontier performance while inference costs approach zero, exposing what was always structurally true: pre-training large language models at scale is not a durable competitive moat. The US government's formal designation of Anthropic as a supply chain risk in February 2026 accelerated a transition already underway -- but did not cause it. The paper argues that the AI industry is restructuring simultaneously along four axes: economic, as the circular financing structure that inflated foundation model valuations collapses; technical, as the pre-training scaling paradigm gives way to post-training optimization and agentic composition; commercial, as application-layer integrators displace the foundation model companies whose commodity they now consume; and political, as the government asserts its historic role as gatekeeper of strategic technology. These are not separate disruptions. They are one structural shift, arriving together. The paper further argues that open-weight models are the counterintuitive instrument of sovereign control: a government that holds the weights commands the capability on its own terms, without dependence on vendor policy, financial continuity, or personnel clearance.

Ramesh Raskar, Pradyumna Chari, John Zinky et al. · mit

The Internet is poised to host billions to trillions of autonomous AI agents that negotiate, delegate, and migrate in milliseconds and workloads that will strain DNS-centred identity and discovery. In this paper, we describe the NANDA index architecture, which we envision as a means for discoverability, identifiability and authentication in the internet of AI agents. We present an architecture where a minimal lean index resolves to dynamic, cryptographically verifiable AgentFacts that supports multi-endpoint routing, load balancing, privacy-preserving access, and credentialed capability assertions. Our architecture design delivers five concrete guarantees: (1) A quilt-like index proposal that supports both NANDA-native agents as well as third party agents being discoverable via the index, (2) rapid global resolution for newly spawned AI agents, (3) sub-second revocation and key rotation, (4) schema-validated capability assertions, and (5) privacy-preserving discovery across organisational boundaries via verifiable, least-disclosure queries. We formalize the AgentFacts schema, specify a CRDT-based update protocol, and prototype adaptive resolvers. The result is a lightweight, horizontally scalable foundation that unlocks secure, trust-aware collaboration for the next generation of the Internet of AI agents, without abandoning existing web infrastructure.

Ramesh Raskar, Pradyumna Chari, Jared James Grogan et al.

The emerging Internet of AI Agents challenges existing web infrastructure designed for human-scale, reactive interactions. Unlike traditional web resources, autonomous AI agents initiate actions, maintain persistent state, spawn sub-agents, and negotiate directly with peers: demanding millisecond-level discovery, instant credential revocation, and cryptographic behavioral proofs that exceed current DNS/PKI capabilities. This paper analyzes whether to upgrade existing infrastructure or implement purpose-built index architectures for autonomous agents. We identify critical failure points: DNS propagation (24-48 hours vs. required milliseconds), certificate revocation unable to scale to trillions of entities, and IPv4/IPv6 addressing inadequate for agent-scale routing. We evaluate three approaches: (1) Upgrade paths, (2) Switch options, (3) Hybrid index/registries. Drawing parallels to dialup-to-broadband transitions, we find that agent requirements constitute qualitative, and not incremental, changes. While upgrades offer compatibility and faster deployment, clean-slate solutions provide better performance but require longer for adoption. Our analysis suggests hybrid approaches will emerge, with centralized indexes for critical agents and federated meshes for specialized use cases.

Aditi Singh, Abul Ehtesham, Mahesh Lambe et al.

Autonomous AI agents now operate across cloud, enterprise, and decentralized domains, creating demand for registry infrastructures that enable trustworthy discovery, capability negotiation, and identity assurance. We analyze five prominent approaches: (1) MCP Registry (centralized publication of mcp.json descriptors), (2) A2A Agent Cards (decentralized self-describing JSON capability manifests), (3) AGNTCY Agent Directory Service (IPFS Kademlia DHT content routing extended for semantic taxonomy-based content discovery, OCI artifact storage, and Sigstore-backed integrity), (4) Microsoft Entra Agent ID (enterprise SaaS directory with policy and zero-trust integration), and (5) NANDA Index AgentFacts (cryptographically verifiable, privacy-preserving fact model with credentialed assertions). Using four evaluation dimensions: security, authentication, scalability, and maintainability, we surface architectural trade-offs between centralized control, enterprise governance, and distributed resilience. We conclude with design recommendations for an emerging Internet of AI Agents requiring verifiable identity, adaptive discovery flows, and interoperable capability semantics.