Every Tech Giant Is Building the Same Thing Right Now

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• Google, Microsoft, Amazon, and OpenAI are converging on agent-native infrastructure: identity systems for agents, permission frameworks, and inter-agent communication protocols.
• The convergence suggests an emerging platform layer analogous to the mobile OS wars — whoever controls agent identity and permission infrastructure controls the ecosystem.
• Unlike mobile web, the interaction paradigm shift is bidirectional: agents initiate actions, not just respond to user requests, fundamentally changing what infrastructure must support.
• Practical takeaway: vendor platform choices made now will carry agent-identity lock-in; evaluate infrastructure vendors on their agent-native roadmap, not their current human-facing product.