Dust vs Depot
Side-by-side trajectory, velocity, and editorial themes.
Dust doubles down on MCP-native agents with multi-model routing and enterprise guardrails.
Dust is building an MCP-native agent platform with broad model coverage and growing enterprise depth. The May cadence shows parallel investment in agent capability (vision via MCP tools, context compaction, frame editing/export) and operational readiness (audit logs, SIEM streaming, protocol migrations). Mobile is getting a voice-first input redesign.
The product is converging on agents-in-the-enterprise via MCP, with multi-model routing as table stakes. MCP V2 migrations and image returns from MCP tools point to the protocol becoming Dust's integration backbone. The model-refresh cadence — three vendors in 48 hours — suggests model routing is now a core competency, not a feature.
Expect more MCP V2 connector migrations and richer MCP return types beyond images. The voice-first mobile input bar likely precedes a deeper voice-mode agent surface.
Depot extends from build acceleration into hosted source control with Depot Code.
Depot is broadening from a CI and build-cache company into a full developer-infrastructure platform. This cycle it launched Depot Code — a diskless git server backed by S3 blob storage — into private beta, moved CI and Sandboxes onto a re-architected Depot Metal compute tier, and kept extending Depot CI with new triggers, snapshot improvements, OIDC auth, and Datadog observability.
The direction is a vertically integrated build-and-source stack: Depot Code stores git packfiles as S3 objects and runs stateless git workers, mirroring the same storage-compute separation behind Depot Metal. Each piece plugs into Depot CI, so the company is assembling an end-to-end alternative to the hub-and-spoke GitHub model rather than just accelerating it. The CI surface is maturing in parallel with reliability and integration features.
Expect Depot Code to move toward wider access and tighter Depot CI integration, and GitHub Actions runners and container builds to migrate onto Depot Metal over the coming months as promised.
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