underscored

@underscored

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Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble.

Ben Thompson
1mo ago
stratechery.com
Agents Over Bubbles

In other words, many of the biggest flaws from the original ChatGPT have been substantially mitigated, at least for verifiable use cases like coding: LLMs are much more likely to be right the first time, they reason over their results to increase their chances, and now agents actively verify the results without humans needing to be in the loop.

1mo ago

Until a few months ago, for the vast majority of people, "using AI" meant talking to a chatbot in a back-and-forth conversation. But over the past few months, it has become practical to use AI as an agent: you can assign them to a task and they do them, using tools as appropriate.

1mo ago

Underscored — save the words that stop you in your tracks.

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