The Exchanges

Q kind of like the big moments that you're kind of tracking the, the open AI open source model could be one, whatever meta launches next, right? I'm assuming they're going to be dark until this new team can, can really cook and bring something great. Maybe they don't do anything this year, but I would assume they, they come with, with something. What else are you, are you tracking? Yeah.

A I mean, for me, the O three release in chat CPT was like a pretty like game changer kind of thing where it was like, we saw with like deep research that like, okay, they kind of figured out how to make agents work, but it was also just like this one version of an agent and O three, you can kind of get it to be a pretty general agent where it can like do some pretty complex stuff that was kind of new to see from like the geo guesser thing was crazy. Um, And having that as a like vision of like what AGI starts to look like, I think it's pretty cool. Of course, from the like research open source world, there was a deep seek as like the RL craze taking off, but like, I mean, I'm, I work on RL, so I like obsess over it and like think about it a lot, but I do think we're really starting to see these recipes, at least in the broad strokes of like, okay, here's how the LLM thing can go. We figure out what we want it to do. We give it some tools. We set up these environments. We figure out how to evaluate it. And then we can just kind of like let it go. And these things get better at doing those things via trial and error. Um, And so like, I like, I think that is one way to kind of forecast where things are going. It's just like, what are the plausible use cases that people want to use elements for? They want an agent to do X, Y, Z. Um, and then how do you make this a thing that you can…

AI assessment note: “for me, the O three release in chat CPT was like a pretty like game changer”

Q the new, the new paradigm of, uh, for, for engaging with With language models. I'm curious, uh, any, um, is all the stuff around every B to B SaaS player descending on this sort of like single interface, like a chat interface that generates software? Was that predictable to you? Do you think that's, do you think that that's like part of a multi-year trend, or is that just FOMO?

A I mean, like copilot was early. It was like. Like the first GPT three copilot came out and like, that was already one of the early, like LLM applications that people were interested in at all. And then it took until cursor for it to really like, I think cursor plus like three, five summit was when it became a thing that was good enough that people were excited about it. Um, and it really ushered in the trend because people were starting to find it more useful than a toy and like a thing that actually want to use day to day. Um, and so I think like that's one path is like, and then the more background agent kind of things are like starting to take off now, which I imagine like those will get reliable enough that they're like useful for cranking stuff out. Um, they already are kind of depending on what you're doing.

AI assessment note: “it really ushered in the trend because people were starting to find it more useful”