Agentic AI
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Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them is tech’s biggest prize.
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Writing things down is powerful, for humans and for AI; what comes first, however, is what to write, why to do it, and actually getting things done.
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Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They’re so compelling that I no longer believe we’re in…
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Microsoft is putting forth compelling proposals for the Open Agentic Web. However, the proposal needs digital payments, which will be key to creating a new content marketplace for AI.
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The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.
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It’s possible that large language models are more like the human brain than we thought, given that it is about prediction; that is why ChatGPT needs its own computer in the form of plug-ins.
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OpenAI API Updates, Steelmanning the API Business, The Problem With Both
OpenAI has compelling new updates to their API that should be good for the API business; is that good for OpenAI?
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Deep Research and Knowledge Value
Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable.
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An Interview with ServiceNow Chairman and CEO Bill McDermott about Enterprise AI Agents
An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents.
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Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation
I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation.
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An Interview with Salesforce CEO Marc Benioff about AI Abundance
An interview with Salesforce Founder and CEO Marc Benioff about founding Salesforce, building an enterprise platform, and why that puts Salesforce in the best position to build AI agents.
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Copilot Pages, Salesforce Agents
Microsoft is taking another shot at the unified workspace with Copilot Pages; Salesforce, meanwhile, is going directly to autonomous AI agents. It’s a harder problem technically, but the technology may not be the biggest problem.
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AI at CES, The Rabbit R1
CES is all about AI, which now describes everything. Then, the Rabbit R1 points to a future of hardware designed to lower the invocation cost of AI.
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ChatGPT Gets a Computer
It’s possible that large language models are more like the human brain than we thought, given that it is about prediction; that is why ChatGPT needs its own computer in the form of plug-ins.