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11 · Original model

Stack Ownership Boundary

Change rate × uniqueness → rent · adapt · own
↑ change rateenvironment uniqueness →Rentchanges fast · rarely yoursFrontier modelsCompute capacityGeneric loop /commodity executionAdaptchanges fast · must fit youProvider routingContext packagingTool descriptionsOwndefines the right to actIdentity + policyDomain contractsEpisodes + evidenceBuild gate: an owned harness must be earned1Unique actionenvironment2Sovereignty /strict latencyconstraints3Enoughvolume4Matureevals5Customer-facingagent capability0–1 YESRENTmanaged harness + owned policy2–3 YESADAPTowned seam over a managed harness4–5 YESBUILDstrongest when #5 is also yesA strong platform team is not a business case on its own.

For a technology leader the question is not which logo to pick but where to draw the ownership boundary. Two axes give the answer: how fast a component changes and how unique it is to your environment.

These are two independent axes rather than a single spectrum. Rent fast-changing, low-uniqueness capabilities such as frontier models. Adapt fast-changing seams that must fit your environment: harness integration, context packaging, and tool descriptions. Own the more durable, unique contracts that define the right to act: identity, policy, domain actions, episodes, and acceptance criteria.

The build gate asks five questions: is the action environment unique, are sovereignty or strict latency constraints non-delegable, does scale repay ongoing adaptation, are evals mature, and is the agent loop part of the customer-facing product? Zero or one yes means rent, two or three adapt, and four or five build; the fifth answer strengthens the business case.

How to use this model
01

Score each stack component on two axes: how fast it changes and how unique it is to your environment.

02

Sort the components into the three zones and name an owner for each zone.

03

Score the five build-gate conditions: 0–1 yes means rent, 2–3 adapt, and 4–5 build; the fifth answer carries special weight.

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