What are your thoughts on Temporal? As managing statefulness gets more and more complex and the number of things that need to maintain state increase it would seem that they are becoming an indispensable layer for agents - particularly as you later in agentic memory. They are poised to become a gigantic company as everyone will need them.

The other thing to think about. The rise of mathematical reasoning engines such as Harmonic as well as world models leads me to believe that the most important layer that has not been created is the model orchestration layer - the one that chooses the best model for the job. It's like the management layer. This is perhaps a few years down the road but it would seem that Temporal is in a good position to be the orchestration layer for this kind of job.

Everything will be microservices.