Joby's Electric Air Taxi Flew Over Manhattan. Passengers Are Years Away.
Joby pulled off a splashy Manhattan demo, but FAA certification and the hard economics of eVTOL still stand between the company and fare-paying riders.
The biggest infrastructure companies in the world are quietly rewriting how the internet works — not for people, but for the AI agents that will increasingly act on their behalf. AWS, Cloudflare, and peers are developing new protocols, identity systems, and pricing models built around the assumption that machine-generated traffic will soon dwarf human traffic. The plumbing is changing before most users have noticed.
The practical implications run deep. Agents need to authenticate themselves to services, negotiate on behalf of users, and operate within trust frameworks that the current web was never designed to support. Building that layer is not a product feature — it is years of infrastructure work that favors the companies already running the cloud.
This is the unglamorous version of the AI race that rarely makes headlines. Whoever owns the pipes that agents run through holds structural leverage over the entire ecosystem. The model companies get the press. The infrastructure companies may get the margins.
Joby pulled off a splashy Manhattan demo, but FAA certification and the hard economics of eVTOL still stand between the company and fare-paying riders.
As AI agents move money, send emails, and approve workflows, vendors, deployers, and users are all pointing at each other on liability.
A viral post argues the biggest productivity wins come from stable workflows around any good-enough model — not from upgrading every time benchmarks shift.