First line: "It’s pretty clear that apps and services are all going to have to go headless: that is, they will have to provide access and tools for personal AI agents without any of the visual UI that us humans use today."

Nope. Not clear at all. Agents are good and getting even better about controlling GUIs like the browser and desktop apps.

Time and time again we've seen "dumb pipes" win. It ends up being much easier to build a smarter agent than rewrite every piece of software.

In the real world, this is why self-driving cars are a better option that replacing every road, street, highway, and avenue with rail.

At the same time, it is easier to rewrite software now, and new software will go API first to be competitive.