What happens next

The AI agent race won’t be decided by who has the smartest models. It’ll come down to who can get the most context in the interface that users are willing to switch to or already use.

I hate to say this, but the interface dynamic, once again, favors big tech. Because the previous paradigm in Silicon Valley rewarded applications like Meta and Google that aggregated attention, and those same aggregators are the ones that are heavily investing in AI agents now, it is going to be hard for startups to break through. Not impossible!

With the release of Operator, two new dimensions of agents were thrown into sharp relief:

1. The context the agent has, and


2. The user interface that can oversee the agent.