The Real Value of AI Isn’t General Intelligence

The current narrative around AGI has become too simplified, overly corporate in its winner-take-all framing. While AGI’s impact on humanity will surely be profound, the real economic opportunity lies in narrow, cost-efficient models that can handle specialized tasks.

Most enabling technologies are relatively missionless: cloud infrastructure, semiconductors, mobile, even the internet. Perhaps AI should be mission-neutral at the infrastructure level, while the mission gets defined at the application layer. DeepMind’s stated mission seems to point in the right neutral direction: “solve intelligence, and then use

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Unless you are one of a tiny handful of businesses who know exactly what they're going to use AI for, you do not need AI for anything - or rather, you do not need to do anything to reap the benefits. Artificial intelligence, as it exists and is useful now, is probably already baked into your businesses software supply chain. Your managed security p... See more

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

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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

... See more

Angel thesis around SMBs: A few of you know my personal interest in platforms and tools that empower SMBs and the general notion of AI providing small businesses some of the capabilities and advantages typically reserved for big businesses (making sense of data, security, marketing at scale, personalized experiences, etc…). Over time, we’ll see man... See more

It’s becoming increasingly clear that the vast majority of useful AI is not about creating an artificial human personality. It is about creating tools that are endowed with intelligence, and capable of performing far more complex tasks than before.