Nicolas Bustamante • 435 implied HN points • 24 Jan 26
- Isolated sandboxes and an S3-first, filesystem-backed architecture are essential for safely running multi-step agent workflows and giving each user a private, replayable execution environment.
- Clean, normalized context is the product: chunked markdown narratives, structured CSV/tables, and rich JSON metadata are what let agents reliably reason over messy financial sources like SEC filings.
- Skills plus the surrounding experience are the moat: lightweight, editable markdown skills, rigorous evals, real-time streaming UX, long-running orchestration, and production monitoring make the product reliable and defensible as models improve.