Anthropic is providing agentic intelligence as a service. OpenAI and Google deepmind also are in this business.

The problem is, if you’re any sort of knowledge worker, you’re essentially providing the same thing: you’re an intelligence with agency.

MCP is irrelevant. The moat is the quality of intelligence the service providers sell, including you. Tokens aren’t fungible between providers until you measure that they are for your use case, that’s kinda sorta the goal of job interviews.

Thus the moat will be that they’re providing the best models for the things people need other intelligent people for, but we should expect there will be limits on how much share they can economically take assuming competitors are optimizing for slightly different targets (but there’s still significant overlap in capability). This will disappear, but it’s always a question of when. The path matters as much as the destination.

Note that implications for you and me are exactly what the article says they are: nobody knows, but it’ll be a dramatic shift.