Web Scan Audit — 2026-01-29 21:30

Sources scanned: HN, Techmeme Articles reviewed: 18

Summary

Status	Count
ACTION_NEEDED	3
SIGNAL	9
NOISE	6

Prediction

The agent infrastructure race is entering a consolidation phase. Vercel proving AGENTS.md outperforms skills, Cloudflare launching Moltworker, AgentMail giving agents email inboxes, and the Claude Code degradation tracking all point to the same thing: the industry is now optimizing how agents work, not if they work. The alpha shifts from building agents to building agent infrastructure. Position accordingly.

Master Action Items

#	Article	Why	Suggested Action
1	AGENTS.md outperforms skills in Vercel's agent evals	Direct relevance to your ai-agent architecture. AGENTS.md beat skills 100% vs 79%.	Consider restructuring skill docs into AGENTS.md format for better agent performance
2	Q&A with Demis Hassabis on AGI	Key insights: 5-10 years to AGI, continual learning unsolved, smart glasses by summer, ads undermine AI trust	Read full interview — shapes your AI thesis
3	Claude Code daily benchmarks for degradation tracking	You use Claude Code daily. Shows 4.1% regression detected over 30 days (58% → 54% pass rate)	Monitor this tracker; consider flagging degradation in your workflows

Full Audit Table

#	Source	Article	Summary	Status	Judgment
1	HN	AGENTS.md outperforms skills in agent evals	Vercel found embedding docs in AGENTS.md achieved 100% pass rate vs 79% for skills approach	ACTION_NEEDED	This changes how you should structure agent knowledge. Passive context beats triggered tools.
2	TM	Q&A: Demis Hassabis on AGI, breakthroughs, AI glasses	AGI 5-10 years away, continual learning unsolved, smart glasses coming summer 2026, ads bad for AI trust	ACTION_NEEDED	Hassabis is the most credible voice on AGI timelines. His skepticism on ads is notable given Google's business.
3	HN	Claude Code daily benchmarks for degradation	Tracks Claude Code Opus 4.5 performance on SWE tasks; detected 4.1% regression over 30 days	ACTION_NEEDED	You rely on Claude Code. Worth monitoring.
4	HN	Project Genie: Infinite interactive worlds	Google DeepMind AI world model now available to Ultra subscribers; generates real-time interactive environments	SIGNAL	World models are the next frontier after LLMs. Google making this consumer-accessible is significant.
5	TM	SpaceX and xAI in merger talks ahead of IPO	Musk's SpaceX considering merger with xAI; shares would be exchanged for SpaceX stake	SIGNAL	Musk consolidating his empire. Creates an AI-space conglomerate with unique compute+launch synergy.
6	HN	Moltworker: self-hosted AI agent on Cloudflare	Cloudflare launches middleware for running AI agents on their infrastructure with sandboxed execution	SIGNAL	Cloudflare entering the agent-hosting game. Infrastructure layer for agents is heating up.
7	HN	Launch HN: AgentMail (YC S25) – Email inboxes for agents	YC startup giving AI agents their own email addresses and inboxes	SIGNAL	Agents getting first-class identities. Email is the universal API — agents with email addresses can participate in existing workflows.
8	TM	India teaching Google how AI education can scale	India proving ground for AI in education; highest Gemini usage globally	SIGNAL	Emerging markets will define AI use cases, not Silicon Valley.
9	TM	Chinese AI chipmaker Axera raising $379M in HK IPO	Axera Semiconductor raising ~$379M in Hong Kong IPO	SIGNAL	China's semiconductor supply chain continuing to build out despite sanctions.
10	HN	CISA acting head uploaded sensitive files to ChatGPT	Government cybersecurity leader exposed sensitive data through ChatGPT usage	SIGNAL	Shows the enterprise AI security problem is real even at the highest levels. Shadow AI is everywhere.
11	HN	Stargaze: SpaceX's Space Situational Awareness	SpaceX launching space debris tracking system for Starlink constellation	SIGNAL	SpaceX building proprietary space awareness; creates regulatory moat.
12	HN	My Mom and Dr. DeepSeek	Personal story of using DeepSeek chatbot for medical advice in China	SIGNAL	AI healthcare adoption happening faster in China than US. Cultural differences in AI trust.
13	HN	Grid: Browser-based 3D printing slicer	Local-first, browser-based 3D printing/CNC/laser slicer	NOISE	Good product but not in your focus areas
14	HN	The Dank Case for Scrolling Window Managers	Essay on scrolling window managers	NOISE	Dev tools niche, not strategic
15	HN	PlayStation 2 Recompilation Project	PS2 emulation through recompilation	NOISE	Gaming/emulation, outside focus
16	HN	WiFi only works when it's raining	Debugging story about weather-dependent WiFi	NOISE	Fun read but not actionable
17	HN	A lot of population numbers are fake	Analysis of inaccurate global population data	NOISE	Interesting but not in focus areas
18	HN	Flameshot	Screenshot tool	NOISE	Utility tool, not strategic

Sources Scanned

Hacker News
Techmeme

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Web Scan Audit — 2026-01-29 21:30

Summary

Prediction

Master Action Items

Full Audit Table

Sources Scanned