The operating system for agents

Meta dropping around $4B on Manus (10x its $500M April round, roughly 30x on ~$125M ARR) is Zuck, Wang, and Friedman telling everyone, “Yeah, the moat in agents isn’t the base model.” The real game is the orchestration layer. Things like: - Multi agent planning that can coordinate a swarm of specialized bots instead of one chatty generalist - Auditability so enterprises can actually trust what these systems did yesterday at 3:17 p.m. - Resumable toolchains so long running workflows do not fall over when one API hiccups - Infra that can spin up and tear down tens of millions of ephemeral VMs without catching fire Meta is basically vertically integrating the execution layer so Llama does not just answer questions, it operates. It runs processes, owns workflows, and plugs straight into production. Meanwhile a lot of folks are still shipping “prompt libraries”, thin wrappers, and plugin galleries and calling it agentic. If you are a technical founder in this space, this is the clearest signal yet. Competing on the base LLM is a rich person’s sport. The durable edge is in how you schedule, supervise, recover, and scale thousands or millions of tiny workers. In other words, the OS for agents, not yet another chat UI.