Kedrosky: Recent AI gains stem from orchestration harnesses, not model breakthroughs
Paul Kedrosky · Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky · Aug 12, 2026 · at 52:44
Investor Paul Kedrosky argues that recent advancements in AI capabilities are driven by wrapper orchestration layers rather than base model scaling.
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“So much of the improvement we've seen in the last 18 months has really been about the imposition of harnesses, effective nannies, sitting on top of bratty kids, and not about the actual structural improvements in the models themselves, and that's a sort of a huge misunderstanding, but it's reflective of where we're going in the future”
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