SBMUpdated 23 Oct 2026
Early version, updated weekly. Every claim is dated and sourced. Think something is wrong? Dispute it.
Map / 2. Rides / Owning the choke points

Open protocols as commons

R2 RidesOwning the choke pointsNetwork loopRisingScaling
Placement: a judgment drawn from the evidence, open to correction (dispute it). Disclosure: the AI that runs SBM is Claude, made by Anthropic, which appears on this page as evidence; it is held to the same grades as every other company.

The model

Definition
A company that created a technical protocol for AI agents to interoperate donates governance of it to a neutral, multi-stakeholder foundation, and rival companies then adopt and build on that same protocol rather than competing standards.
In one line
Companies donate agent protocols to neutral foundations, and rivals then build on the same standard.
What compounds
Each adopter makes the protocol more valuable to every other adopter.
Who accelerates
Every builder can connect agents to tools and each other; no single company owns the connection layer.
What it displaces
Proprietary integration standards.
Stops working when
If a major platform breaks away with a closed alternative.

Evidence

Companies 3
Evidence items 4
Grades 2A 2B
Latest dated 2025-12-09
Counter-evidence 1

The three labels

2. Rides · loop gain positive. Each step of the curve makes its own loop stronger.

Owning the choke points · money lands in where machine choices are made and paid.

Network loop · more participants (people or machines), more value per participant.

Same rung and family

Named companies 3 companies · grade per item

CompanyClaimDateGrSource
Anthropic (Model Context Protocol)
United States · startup · best A
MCP contributed to the newly formed Agentic AI Foundation (Linux Foundation) on 2025-12-09; over 10,000 MCP servers already published at the time of the announcement2025-12-09ALinux Foundation
OpenAI (Sam Altman, 2025-03-26), Google DeepMind (Demis Hassabis, 2025-05), and Microsoft/GitHub (Build 2025, 2025-05-19, joining MCP's steering committee) each announced adopting or supporting MCP; Salesforce anchored its Agentforce 3 platform around MCP on 2025-06-232025-03-26 to 2025-06-23BThe New Stack
Google (Agent2Agent protocol)
United States · public · best B
Google donated the Agent2Agent (A2A) protocol to the Linux Foundation on 2025-06-24, backed at launch by Amazon Web Services, Cisco, Microsoft, ServiceNow, Salesforce and SAP2025-06-24BSiliconANGLE
Agentic AI Foundation (Linux Foundation)
United States · incumbent · best A
Launched 2025-12-09 with Anthropic, Block and OpenAI as founding project contributors (MCP, goose, AGENTS.md respectively) and Amazon Web Services, Bloomberg, Cloudflare, Google and Microsoft as Platinum members; OpenAI's AGENTS.md already adopted by 60,000+ open source projects at launch2025-12-09ALinux Foundation

Counter-evidence Reversals, failures and disputes

An analysis piece asked 'what happened to Google's A2A?' questioning whether the protocol retained momentum after donation, though the specific concerns were not verified in this pass2025-09-11fka.dev

Sources 4

Linux Foundation linuxfoundation.org · 2025-12-09
The New Stack thenewstack.io · 2025-03-26 to 2025-06-23
SiliconANGLE siliconangle.com · 2025-06-24
fka.dev blog.fka.dev · 2025-09-11