LLM agents: the next platform shift in B2B software

As the LLM market structure stabilizes, the next frontier is now emerging. The focus is shifting to the development and scaling of the reasoning layer, where “System 2” thinking takes precedence. Inspired by models like AlphaGo, this layer aims to endow AI systems with deliberate reasoning, problem-solving and cognitive operations at inference time... See more

A New Cohort of Agentic Applications

With Generative AI’s budding reasoning capabilities, a new class of agentic applications is starting to emerge.

What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:

• Cloud companies targeted the software profit pool. AI companies target

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Even if LLMs don’t get smarter (though I suspect they will, and soon) new capabilities and modes of interacting with AIs, like agents and massive context windows, will help LLMs do dramatic new feats.

With Generative AI’s budding reasoning capabilities, a new class of agentic applications is starting to emerge.

What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:

• Cloud companies targeted the software profit pool. AI companies target the services profit pool.


• Cloud compa

... See more

So right now, LLMs (Large Language Models) are all the rage. But in the future, it’s possible that the way we get things done is composing things with a combination of LLMs, SMMs (Small, Mighty Models), agents and tools.

It’s what I call Cognitive Composition (because it sounds cool and I have a longtime love affair with alliteration).

This is how we... See more

Enter Large Language Models (LLMs). The first tranche of products and startups leveraging LLMs has kept within the mental model of selling software to achieve step-function improvements in end-user productivity. The "Copilot for [x]" trend reflects this mental model. While there are fantastic startups innovating to improve employee productivity, LL... See more