We believe that `AGI` is coming, and that increasingly all human labour will be augmented with AI. We believe that language models are the bedrock of that movement. We also believe that, while we patiently wait for a single `super intelligence` that can do everything, the entirety of the global economy – especially the service economy – is going to be changed by AI agents.
Our experience teaches us that even older LLMs are substantially more powerful at task completion when giving prompts, scaffolding, RAG, tools – and especially when in the hands of an expert in a given domain.
Our bet is therefore that the second half of this decade will be dominated by AI Agents (and physical robots running agents in the real world).
We are now focused on this play, and have been working on Agents of our own through 2024.