Market Research
$7.6B (2025) → $183B (2033) AI agent market. Validated data with confidence ratings and source caveats. Read more
Agent Workspace — Research
A comprehensive 360-degree assessment for building the infrastructure platform powering persistent, identity-aware file storage for AI agents — and the broader vision for Google Workspace for AI agents.
Research & Analysis
Section titled “Research & Analysis”Competitive Landscape
Fast.io, AgentFS, E2B, Daytona, Box MCP, Google Workspace Studio, Microsoft OneDrive Agents — honest threat assessment. Read more
Problem Analysis
The 7 gaps in agent file storage. Evidence from framework hacks, bug reports, and thought leadership. Severity: 4/10 → 8/10. Read more
Product & Technology
Section titled “Product & Technology”Product Vision
MCP server design, R2 unit economics (90%+ margins), pricing tiers, 6-layer abuse prevention, product roadmap. Read more
Technical Architecture
Cloudflare R2 storage, Neon Postgres, identity service, security architecture, compliance path, infrastructure phasing. Read more
Agent Identity Deep Dive
Identity as platform moat. CrowdStrike $740M signal. Emerging standards (OIDC-A, AAP, NIST). Unified token architecture. Read more
Business & Execution
Section titled “Business & Execution”Suite Vision
The “Google Workspace for AI agents” thesis — mail + storage + skills + docs, unified by a single agent identity. Read more
Go-to-Market
Sequential build strategy, Resend/Supabase open-source model, developer marketing playbook, channel rankings. Read more
Naming & Positioning
“MoltBox” has conflicts. Alternatives ranked. Identity-first positioning. Desk metaphor narrative. Dev marketing guide. Read more
Risks & Mitigations
10 risks ranked by severity/probability — incumbents shipping, wrappers “good enough”, Fast.io, timing, abuse prevention. Read more
Launch Playbook
Week-by-week execution plan, HN post template, metrics, milestones, open-source wedge strategy. Read more