A pivot in AI 2024

Curiosity is a better compass than cynicism—it shifts from defending your territory to exploring what's possible (this reframe — from Holly Herndon, was a big unlock for me).

Imagine starting every project with the clay of humanity's accumulated knowledge at your fingertips, waiting for you to mold it to your liking?

AI is powerful but taste-blind. I... 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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This leap from pre-trained instinctual responses (”System 1”) to deeper, deliberate reasoning (“System 2”) is the next frontier for AI. It’s not enough for models to simply know things—they need to pause, evaluate and reason through decisions in real time.

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