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An agent is three things: a harness, a model, and context. If you're serious about owning your intelligence, you probably want to own all three. LangChain founder Harrison Chase joined us at our Sequoia Capital Own Your Intelligence to talk about the piece that often gets the least attention:...

74,288 просмотров • 3 дней назад •via X (Twitter)

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OWN YOUR INTELLIGENCE Last year, building on open-weight models was primarily a cost rationalization exercise. Slightly worse performance for a much cheaper price. Now, it is increasingly an existential and strategic topic for our portfolio. Intelligence is the product. Companies want to shape it and own it and let it compound within their own walls. Not your weights, not your product. Now, with frontier open-weight models and fantastic tooling/infrastructure, owning your intelligence at the frontier is finally becoming possible. The result: every application company we work with is embarking on the journey of doing their own research on post-training, evals, harnesses, etc. The hottest neolabs may just be Harvey, Factory, RamPrasad "RamP!" Moudgalya, etc. The list goes on. We held a summit Sequoia Capital to convene our portfolio on this topic, together with Gabe Pereyra (Harvey) on building Harvey Labs, Lin Qiao (Fireworks) on post-training, Harrison Chase (LangChain) on harnesses + evals, Brendan (can/do) () on RL environments and synthetic data, Arjun Karanam (Trajectory) on online continual learning. Opening talk below; rest to come this week! 00:00 What is sovereign AI (and what it isn't) 01:24 Centralized vs. decentralized intelligence 02:54 Four reasons companies own their models: cost, speed, performance, destiny 04:22 "Not your weights, not your product" 05:32 The application companies are the newest neo labs 07:05 Step 1: Deciding what to own vs. rent 09:51 Step 2: Build the team (and don't shoehorn your platform team) 11:17 Step 3: Legibility – why your research has to be visible 12:33 Step 4: The technical roadmap 13:56 The stack: production vs. development 15:16 Opening Pandora's box – base models, harnesses, context

Sonya Huang 🐥

123,318 просмотров • 5 дней назад

In the future, you’ll be able to accomplish a goal by just giving Claude an outcome and a budget. That’s the direction Anthropic is building in with its new Managed Agents features, announced at this week’s Code with Claude developer event. The basic idea: Claude, wrapped in a computer in the cloud, that you can spin up, scale, and manage as needed. Anthropic is taking on the infrastructure that kills most agent products, and making sure that it scales to meet the needs of agents running 24/7. On this week’s AI & I from Every 📧, I talk with Angela Jiang (Angela Jiang), head of product for the Claude platform, and Katelyn Lesse (Katelyn Lesse), head of engineering for the Claude platform, about what Anthropic is building and what it takes to make agents reliable in production. We get into: - Why the "build a generic harness, hot-swap any model behind it" playbook is already outdated. Angela points to eval data on Memory where the same task across different harnesses performed drastically differently. - The infrastructure wall every team hits in production—and why Katelyn thinks “my sandbox died and took the agent with it” is the real reason internal agents don't ship. - Why Anthropic is so bullish on using file systems and skills within Claude, including Angela's argument that those early design choices can compound for years. This is a must-watch for anyone trying to take an agent past the demo and into production. Watch below! Timestamps: How the Claude platform evolved from API to agents: 00:01:48 The primitives that make up Claude Managed Agents: 00:04:09 Why the harness and the model are becoming a single unit: 00:10:37 The infrastructure wall that kills most agent projects in production: 00:18:49 Why team agents need a different shape than individual productivity tools: 00:24:49 How Anthropic's legal team uses an agent to review marketing copy: 00:26:36 Using multi-agent orchestration for advisor strategies, adversarial pairs, and swarms: 00:34:24 How to measure agent success with outcome and budget as the end state: 00:35:50 What the platform looks like a year from now, when Claude writes its own harness: 00:39:11

Dan Shipper 📧

66,339 просмотров • 3 месяцев назад

You Can Learn AI Agent Harness & Loop Engineering In 19 Min, with LLM Ops, Eval, Tracing and RAG. They went viral not because they're complicated but because they're simple building blocks, and once you see them you can prompt your way to building real systems. 🎬YouTube: Here's the whole thing in one picture. An LLM is a powerful brain that knows everything about humanity and nothing about you or the software you're running. The harness is the set of tools you put on that horse so it runs where you want. Memory gives it context: who you are, what happened before, how to act. The loop lets it call tools again and again, with guardrails so it knows when to stop. Eval and LLM Ops trace every run, score it, and feed the fixes back in so the system keeps improving itself. Master these four and you can read almost any AI agent repo or paper and actually know what's going on. You Can Build Anything. You Can Learn Anything. 💪 Chapters: Intro: the 4 AI agent buzzwords What an AI agent run actually is The memory system: procedural, semantic, episodic What "harness" really means (the horse) Storing and updating memory (databases, skills, summarizer agent) Retrieval: RAG, SQL vs semantic search Tool calling and why agents loop Loop engineering and end-loop guardrails A Claude Code hooks example Eval and LLM Ops: why you need them Tracing every run (Langfuse, LangSmith) Evaluation: LLM as a judge Diagnosing what broke The gate: ship the fix or fix the bug Zoom out: the full system

Shen Sean Chen

15,952 просмотров • 1 месяц назад

Watch what Nadella did on the Microsoft earnings call tonight. An analyst asked how Microsoft benefits from enterprises adopting open models when it carries all that frontier lab exposure. Instead of defending the lab relationship, Nadella laid out an architecture: "You've got to keep your harness separate from the model. The harness will ensure that your memory, your context, all of that is external. That means any given model at any given time is swappable." And then the part that should worry anyone underwriting model moats: use frontier models where they earn it, low-cost models where they don't, "and in fact, train your own model when you don't want to use any external model itself because after all, you have all the outputs, you have all the traces, you have all the context." The firm keeps the harness. The models compete for slots inside it. Jensen Huang said most companies will be built on harnesses at the LangChain fireside on July 8. I published the full framework on July 12, five launches in three days, all converging on the same architecture. Tonight the largest enterprise software company on earth made it the official pitch on an earnings call. The moat question in enterprise AI just moved from who has the best weights to who owns the loop around them. And if the completed task is the unit everyone now competes on, someone has to price it for the buyer. That is the next thing we are building at BEP Research: a cost per task tool for enterprises. More on that soon. I also took the paywall off the full framework piece tonight, so the whole thing is free to read:

Ben Pouladian

53,276 просмотров • 18 дней назад

Perplexity CEO Aravind Srinivas on the brutal truth about who actually makes money in AI (and why it's not who you think): Aravind argues that the real value in AI comes from orchestration. He points to products like Codex, Claude Code, and Perplexity Computer: "What is that? It's an orchestration system. It takes a model, pairs it with an agent harness." And what is an agent harness? "The simplest way of describing it is like rules for how the agent loop should run. What are all the skills and sub-agents and connectors and tools it accesses? Without the harness, you don't necessarily capture and convert the intrinsic intelligence in the model into valuable output tokens." This leads to a blunt conclusion about who has a real business in AI, and who doesn't: "If you're literally just a reseller of model tokens, you have no business, because the model will get commoditized. So even if you're a model builder, you don't have a business. As an infra layer, you have some business on serving those output tokens. But as an application layer or model builder, you don't really have a business if you're just a reseller of tokens that come directly out of the model." So where does the value accrue? "You have a business if you know how to take the model, ground it in valuable context, orchestrate it with a really good agent harness, connected to the right set of tools and connectors (whether it's personal connectors or business connectors) and provide the experience to people in one single unified system." Aravind Srinivas then explains Perplexity's specific edge: Beyond orchestrating across tools, files, and connectors, they also orchestrate across models. "That is the differentiation that Anthropic and OpenAI cannot claim, because you wouldn't find GPT-5 inside the Claude Code harness. You wouldn't find Claude Opus inside the Codex harness. These are competing with each other. Whereas you would find both these models inside Perplexity Computer." Why does this matter? Because it all comes down to power. In Aravind's framing, the fundamental cost driver in AI is watts (the one input nobody can subsidize except the government). "Whoever provides the most valuable output tokens with the least amount of power expended to produce them generates the greatest value to the end user, has the most pricing power, has the most value. That is the orchestration problem to solve." His conclusion: "The one single most important metric in AI is token value per watt per user."

Big Brain AI

41,775 просмотров • 13 дней назад

The entire AI industry is racing to build the smartest model. Satya Nadella just admitted that is not where the money is. The model is not the product. The harness is. That is the exact line. And it changes what Microsoft is actually competing on. OpenAI, Anthropic, Google, xAI, Meta every frontier lab is pouring hundreds of billions into training compute, chasing the next capability jump. Each betting that raw model intelligence is the moat. Microsoft is doing the opposite. It is building the harness the orchestration layer that sits above the model, connecting it to tools, data, permissions, sub-agents, and enterprise workflows. And it is letting OpenAI, Anthropic, and MAI compete to plug into it. "You need the model. But the model is not the product. The harness is." So do the math on what a harness actually does. A raw model dropped into an enterprise answers questions. That is a chatbot. A harness turns that same model into an agent that reads the SharePoint, edits the ERP entry, pulls the GitHub PR, updates Salesforce, and files the Excel report with the right permissions, the right audit trail, and the right sub-agent for each sub-task. The model provides the intelligence. The harness converts intelligence into work. Now here's where it gets interesting. "Even the best model in the world will feel broken without a great harness. And an okay model with a great harness can feel like magic." If that is true, the enterprise buyer is not buying model quality. The enterprise buyer is buying the harness. Which means model quality becomes a commodity input over time, and harness quality becomes the sustainable moat. Compare that to the strategy the entire frontier lab industry is executing. Everyone else is chasing the numerator raw intelligence. Almost nobody at scale is racing to build the denominator the orchestration layer that determines whether that intelligence can actually be deployed profitably inside a real company. The frontier model race has a 10 to 20 percent chance of producing a single dominant winner. Nadella just told the industry he does not need to be that winner. If OpenAI wins, Microsoft wins. If Anthropic wins, Microsoft wins. If MAI wins, Microsoft wins. If someone Microsoft has never heard of trains a better model in 2027, Microsoft still wins. Because the compute they train on, the harness they get plugged into, the enterprise contracts they get delivered through, and the products they sit inside are all Microsoft. He is not building the best AI model. He is building the layer that the best AI model has to run on to make anyone money. I wonder which position looks more valuable in ten years.

Vikram M

21,463 просмотров • 1 месяц назад

When Mudith Jayasekara and I met Gabe Pereyra, we were expecting just another vanilla intro call and instead had the best yarn about research, the state of LLMs, and where intelligence is actually heading. It's rare to meet a founder this deep in the weeds who's also building for one of the most important verticals in this new age of intelligence So it was awesome to sit down with Gabe for an extended discussion on what it take to build agents that can reliably complete work over hours, days, or even longer? We talked about why agents today struggle with search and long context windows and how techniques like KV-cache compaction, synthetic data, and continual learning could help. 0:00 Introduction 0:36 Getting legal agents to review the whole data room 2:08 Data rooms larger than any context window 5:28 How far open-source models can go 7:58 Where specialist models fit in legal AI 10:59 Training legal models when client data is off-limits 13:06 Teaching a model how a law firm works 13:59 What belongs in context vs. model weights 15:36 From firm-wide AI to a model for every lawyer 18:37 What training adds beyond retrieving the right cases 20:26 Why context windows have plateaued 24:01 How models could learn continuously on the job 26:12 Can AI recursively improve AI research? 27:07 Research agents can run experiments but not choose them 30:00 Why open-ended research is hard to train 33:47 Why deployment, not intelligence, is the bottleneck 35:08 The cost of frontier intelligence 36:59 Different neolabs, different paths to intelligence 39:26 Using open datasets to compare research methods 41:13 Conclusion

Charlie O'Neill

91,088 просмотров • 25 дней назад