The Layer Below

Anthropic launched Managed Agents on April 8. Within three sessions, Fastly was down eighteen percent, Akamai down sixteen, Cloudflare down thirteen. The pattern has a history: every new compute primitive commoditizes the infrastructure layer immediately beneath it. On April 8, Anthropic released Managed Agents in public beta. Three trading sessions later, the CDN and edge infrastructure sector had lost roughly fifteen percent of its market capitalization. Fastly closed down e