I think this is smart and very interesting. I see it like an aggregator marketplace. A powerful position to be in.

Cloudflare, GitHub (if they shipped more), Anthropic and OpenAI are also in decent positions to do this.

I wrote notes on this previously [1]. If you believe agents are going to be big consumers, it's helpful to make things that today allow users of agents to easily discover and purchase services via apis.

[1]: https://x.com/chrisbarber/status/2026331038994321898