Chainfeeds Summary:
The next generation of AI infrastructure is Agent Harness.
Article source:
https://foresightnews.pro/article/detail/96969
Article Author:
Foresight Ventures
Opinion:
Foresight Ventures: The first type of opportunity lies in the discovery and protocol layers. Agents need to find external systems, understand what they can do, and invoke them in a standardized way. MCP servers, tool registries, skill marketplaces, structured documentation, and machine-readable APIs will all become new distribution entry points. The opportunity here is huge, but it's also easy to overestimate. Simply creating a catalog or protocol may not necessarily accumulate long-term value. The real value lies in the usage, workflow, and data above the protocol. The second type of opportunity lies in the context and skill layers. We know a lot about general models, but real-world work relies heavily on organizational and industry contexts. Legal, financial, healthcare, security, chip design, auditing, supply chain—each industry has its own processes, terminology, templates, compliance requirements, and exceptions. Whoever can structure these experiences into contexts and skills usable by agents may be able to create barriers to entry in vertical markets. The third type of opportunity lies in the runtime and orchestration layers. For agents to complete long tasks, they need state management, failure recovery, cost control, sandbox environments, and multi-agent collaboration. This layer of demand is clear, but competition will be fierce. Model companies, cloud vendors, and open-source frameworks will all enter the market. We are more focused on teams that grasp specific high-value scenarios, rather than companies that simply create a workflow builder. The fourth type of opportunity lies in evaluation, observability, and trace. We believe this is an underestimated layer. Many agent projects fail not because the model is completely incapable, but because enterprises don't know why they are doing it, what step they have reached, where the errors occurred, where the costs were incurred, or whether the results are reliable. In the short term, trace and evaluate seem like developer tools, but in the long term, they may become the data infrastructure of the agent era. Trace alone, without evaluate, is just a log; only by combining trace and evaluate can it become a training and judgment system. The fifth type, which we are most optimistic about, is the vertical harness. It's not about creating a vertical agent app, but about connecting context, tools, workflow, permission, guardrails, evaluation, trace, and feedback loop within a high-value domain. Fields such as law, healthcare, finance, trading, security, and chip design are particularly suitable because they involve high-value tasks, high error costs, deep processes, measurable results, and highly valuable data loops.
Content source 
