Skills May Matter More Than Agents

Main AI vendors may be converging on a common pattern: the SDK provides the Runtime; developers own the Skills.

A Skill is fundamentally an act of knowledge externalization — translating workflows, business rules, and validated processing logic into structured, reusable capability units. From this perspective, Skills may carry more long-term value than Agents.

Meanwhile, Agent Runtime is becoming infrastructure: standardized, interchangeable, converging toward commodity.

Agents can be replaced. Proprietary data and Skills are the harder assets to replicate.

The open question: when a Skill runs on a third-party Runtime, its data and logic are inevitably exposed to the platform. How do you protect against that?