In a single 48-hour window, Microsoft shipped Agent 365 (the 'control plane' at $15/user/month), NVIDIA announced NemoClaw (an open-source, hardware-agnostic agent orchestration platform), Meta acquired the social network where AI agents already talk to each other, and Google deployed an agent-builder for 3 million Pentagon users. The model race has quietly given way to a platform race: who gets to observe, govern, route, and monetize the AI agents flooding every enterprise? For builders, this is the moment the agent infrastructure layer starts to crystallize — and the platform you pick now may determine what you're locked into for years.