The 1991 Internet Equivalent of Enterprise AI
Frontier models, elastic cloud infrastructure, and managed APIs are widely accessible to businesses today. Yet, pushing these intelligent systems into production forces engineers to hand-assemble fundamental components. We are manually writing code for persistence, memory, permissions, tracing, retries, durable execution, tool access, context management, and evaluation.
It’s a state reminiscent of the internet in 1991, right before the invention of the web. The raw substrate is immensely powerful, but the lack of a unifying abstraction layer means every engineering team is reinventing the wheel.
History shows a clear pattern in how computing evolves. Decades ago, developers wrestled directly with hardware using machine or assembly language. John Backus famously described that era as “a hand-to-hand combat with the machine.” IBM’s historical notes on Fortran reveal tasks that required up to a thousand machine instructions could be expressed in just 47 Fortran statements, successfully detaching programs from specific hardware constraints.
The same trajectory repeated with C, Java, and the web:
- C: Dennis Ritchie’s creation allowed Unix itself to be rewritten in a portable language, easing migration across different architectures.
- Java: Established the JVM and standard libraries as an explicit platform, launching the “write once, run anywhere” paradigm.
- The Web: Transformed a complex internet by introducing HTML, HTTP, and URLs on top of the raw network substrate.
The Itemized Invoice of a Missing Runtime
Today’s agentic stack relies heavily on Python combined with an array of frameworks and third-party services. Each piece tries to manage critical characteristics in isolation. When an ecosystem grows around individually supplying properties that the underlying substrate fails to provide naturally, it turns into an itemized invoice for a missing layer.
The market validation for this runtime problem is everywhere. LangChain draws a distinct line between an agent harness and the runtime beneath it. They note that production agents demand durable execution, memory, multi-tenancy, human-in-the-loop oversight, observability, sandboxes, integrations, and scheduling.
Capital markets are echoing this architectural realization. Temporal secured $300 million at a $5 billion valuation by selling the concept of a durable execution layer for long-running, stateful AI applications. Their reference architecture requires wrapping LLM calls and external side effects meticulously so that workflow states stay replayable and recoverable. It is undeniably sophisticated engineering. At the same time, it is direct proof that we are manually building primitives that a future AI-native runtime should handle intrinsically.
From Frameworks to Formalization
Metaphors do not industrialize. True software maturity requires following raw capability with formalization. Codd’s relational model preceded the database boom. Web standards preceded the web economy. Enterprise Resource Planning (ERP) created shared business abstractions.
Formalization must eventually reach the runtime itself. Features like memory, state, permissions, workflows, journaled execution, and learning ought to be native primitives rather than disparate libraries glued together after the fact. Conventional software developers do not implement virtual memory, process scheduling, or file-system semantics from scratch for every single application. Yet, enterprise AI development still treats persistent agent identity, governed access, structured histories, and learning signals as bespoke, case-by-case engineering challenges.
Startups are capitalizing on this fragmentation. Categories like observability, guardrails, sandboxing, and agent identity are spawning standalone companies raising substantial funding rounds. While this benefits early-stage ecosystems, it signals a temporary market phase. The industry is currently selling separate pieces that a future unified runtime will ultimately absorb.
The Assembly Listings of Tomorrow
We have successfully built the modern equivalents of mainframes, networks, and computing clouds. Despite that infrastructure, engineers still program the intelligent layer line by line through intense manual effort. When future developers inspect today’s complex Python wrappers, checkpoint databases, queues, tracing systems, and orchestration graphs, they will view them much like current engineers view early assembly listings: brilliant and laborious for their era, but astonishingly over-engineered because necessary abstractions didn’t yet exist.
Every major computing substrate eventually acquired a language and a runtime to express its native abstractions. Artificial intelligence will be no exception.
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