~/whoami

Hi, I'm Yoichi Ozaki

Technology Consultant @ Microsoft Japan

Writing about technology, learnings, and daily reflections.

Latest Posts

Reading the Agent Host Protocol โ€” A State-Synchronization Protocol for Sharing One Agent Session Across Many Screens

The Agent Host Protocol (AHP) v1.0.0 behind VS Code's Agent Host shares one agent session across many screens by treating it as replicated state that the host orders: clients apply their own operations immediately and treat the host's echo as confirmation. This article, written for client and host implementers, draws on the spec, the canonical reducers, the SDKs, and VS Code's implementation to cover channels and actions, reconnection via serverSeq, write-ahead optimistic updates, why reducers do not enforce invariants, which operations are safe to resend, client-provided tools, authentication and security, and how AHP differs from ACP, MCP, and AG-UI.

Where Is the AI Industry Heading? โ€” The Causal Chain from Capital to Free Cash Flow, 2023 vs 2026

Using Anthropic's S-1, the September-quarter 10-Qs of Microsoft, Amazon and Alphabet, and the WSJ report that OpenAI's latest round raised less than half its target, this article traces the causal chain from capital to free cash flow and compares 2023 with 2026. A frontier AI lab's next giant round now depends on proof of unit economics rather than on expectations about capability, and the most predictable axes to scale next are reinforcement learning and inference-time compute on verifiable tasks, together with effective compute per dollar and per watt. The binding constraints have moved from GPUs to power, data centres and memory; the article also covers low precision, process nodes, HBM, advanced packaging and model architecture with their next moves and limits through 2030, and how Microsoft's chain differs from OpenAI's.

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