Refacto AI

Podcast episode

Building the Foundation for the Agentic AI Era

agents coding-agents governance mcp orchestration

On "Software Does Not Scale," hosts Chris Benson and Daniel Whitenack interview Angie Jones, who ran AI adoption across Block's 3,500 engineers. The news: OpenAI, Anthropic, Google, and Block have placed their agent plumbing under a neutral Linux Foundation body, the Agentic AI Foundation. The plumbing in question is the standards AI agents use to talk to tools and to each other. Jones's most useful fact is a date: developer speed at Block didn't actually improve until roughly November 2025. Any company that judged AI coding tools before then is working from stale conclusions. Her other lesson: Block didn't train 3,500 people on new tools; they wrote the team's rules into the code projects themselves, so the agents picked them up automatically. The standards are genuinely open. The AI models running behind them are still the same few companies'.

Analysis

Showing the shorter version.

The actual news is a governance move. OpenAI, Anthropic, Google, and Block have placed their agent protocols (MCP, A2A, agents.md, Goose, and Agent Gateway) under a neutral Linux Foundation body called the Agentic AI Foundation. Angie Jones, who ran AI adoption across Block's 3,500 engineers, is a key voice explaining how the stack fits together. The question for anyone shipping agents into production: does this change what you build on?

Probably not yet. The foundation is eight months old and hasn't resolved the EU AI Act compliance question its own working group is sitting on. Standards bodies historically ratify what the market leader already shipped. The same four labs that just donated their protocols are also running heated public disputes over model launches, and neutral governance has never stopped a market leader from adding proprietary extensions that everyone ends up supporting anyway.

The more actionable thing Jones said isn't about governance at all. Developer velocity at Block didn't move until roughly November 2025, around the Claude Sonnet 4.5 release. That's a firsthand enterprise report from a real production environment, not a benchmark. It matters because it dates the moment when "AI coding agents don't help on big mono-repos" flipped from true to stale. If your internal eval of coding agents predates that window, you're working from bad numbers.

On the practical side, the open-source configuration here is genuinely unusual. MCP, A2A, agents.md, and Goose are all open, under neutral governance, with all four major contributors at the table. The interoperability layer of the agent stack isn't owned by one lab. Goose ran across those 3,500 Block engineers in production. For teams that don't want to marry a single vendor framework, building on these protocols is the low-lock-in path. Just don't confuse open rails with open models. Claude, GPT, and Gemini are still running on the tracks.

If you're wiring something up now: MCP for tool access, agents.md checked into the repo. That last part is the operational lesson worth stealing. Block didn't train 3,500 developers on agent norms. They embedded context engineering into the repos so agents behaved correctly without anyone reading a wiki. You can copy that pattern this week.

Agent Gateway deserves attention for a different reason. Base protocols ship without observability, access control, or audit logs. The Gateway is where that gap shows up, and it's the layer that breaks first at scale and that enterprise procurement will ask for before they sign. The foundation hasn't shipped the compliance piece yet, so that gap gets filled by proprietary vendors in the meantime.

One cost warning Jones glosses over: every A2A hop is a model generating tokens to coordinate another model generating tokens. Multi-agent fan-out is a cost multiplier, and the protocols make that fan-out easy to trigger and easy to under-price. Run your own token-cost model against your actual fan-out before you believe the "millions of coordinated agents" framing.

The call: By end of 2026, MCP will still be the dominant agent-tool protocol in production, but at least one founding lab will have shipped a proprietary agent capability that its top model supports and the neutral standard doesn't yet cover. Medium confidence. Labs collaborate on plumbing and compete on features, and that split always resolves toward proprietary extensions. The foundation neutralizes the plumbing layer. It doesn't neutralize the incentive to win.

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