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Everyone's debating whether Opus or Codex or Gemini writes better code this month. Jyothi thinks that's the wrong question entirely. Models get replaced. Rankings flip every few months. Whatever wins the coding benchmark this quarter loses it next quarter, and the debate resets to zero. The harness doesn't reset....

17,219 Aufrufe • vor 1 Monat •via X (Twitter)

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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 Aufrufe • vor 2 Monaten

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

42,319 Aufrufe • vor 1 Monat

run agent harnesses 100% private & offline. (no token costs, no API keys, 100% open-source) your agent runs locally. the model doesn't. every prompt, every file, and every secret still leaves your machine before the agent does anything with it. Magnitude fixes that. it's an open source inference server that runs models on your own hardware and plugs into the coding agent you already use. setup is one command. it profiles your machine, measures the memory bandwidth that sets your token rate, and hands back complete configurations instead of a list of models. each one names a model, a compression level, a context size, and a speed range you can expect. pick one and start working. it doesn't replace your harness. setup asks which one you want and writes that config for you. Pi, OpenCode, Claude Code, Codex, and Cline all work, and there's a built-in one tuned for local models if you don't have a harness yet. that one uses your shell, edits files, and runs scripts out of the box. add skills and it handles Excel, PowerPoint, PDFs, or Chrome. everyday work it covers: → analyze sensitive data → manage private notes → review code and logs → search and organize files → build docs or slides Apache 2.0. no rate limits, and nothing leaves the machine. 𝗻𝗽𝗺 𝗶 -𝗴 @𝗺𝗮𝗴𝗻𝗶𝘁𝘂𝗱𝗲𝗱𝗲𝘃/𝗰𝗹𝗶 the repo is here: (don't forget to star 🌟) i wrote the full breakdown of why picking the configuration is the hard part. the article is quoted below.

Akshay 🚀

55,693 Aufrufe • vor 8 Tagen

Sam Altman made the case for open-source harnesses in July. a month later, someone shipped it, and it's more efficient than most managed harnesses. here is the problem it was aimed at: a large share of your agent's token bill is the model rereading things it already read. that isn't the model's doing. the runtime around it decides what goes into every prompt and how often the model gets called. for example, an agent queries a CRM at step four and gets back 400 rows. those rows get piled up in the conversation history. by step nineteen, the model has to read those rows fifteen times unnecessarily, and every token read is billed at input rates. it happened because your harness assembled that prompt on every turn and kept the rows in it. that gives you two levers: how much context the harness carries forward, and how often it calls the model. there are four practical ways to keep the prompt from growing unnecessarily: → load tool schemas on demand. a server with 100 tools doesn't need to put all 100 into every prompt when the agent only calls two. → offload large results to disk. turn a large response into a short preview and a file path instead of replaying the entire result on every turn. → delegate to subagents. let a subagent spend thirty tool calls in its own context and return one summary to the root agent. → run toolchains in code. one script calls three tools, joins the results, and returns a table instead of three turns each dragging a full response. but reducing context is only half the job. you also need to control how often the model gets called. a good harness should avoid unnecessary planning, verification, and reflection when the work can be completed in fewer steps. TrueFoundry's open-source agent harness, TrueForge, is built around both of those controls. it sits between the model and the tools, deciding what goes into every prompt and when another model call is actually needed. it also breaks token usage down across the harness, skills, instructions, tools, and messages. DevRev's Enterprise-Bench is where this gets tested, on multi-step tasks of the kind where an agent pulls records from one system and reconciles them against another. TrueFoundry ran TrueForge there against Claude Managed Agents, both on the same model, and both finished the same number of tasks. the tie is the part that matters, because it means the gap underneath is not a quality tradeoff. TrueForge reached that score on close to a third of the tokens, with roughly 40% fewer trips back to the model. for the same result, that comes out around 2.7x cheaper than Claude Managed Agents. swapping in an open model made it sharper still. TrueForge with GLM-5.2 scored a little higher than either setup above, and the entire benchmark run cost about $3 at list prices. being open source matters beyond the license here. the model underneath can be swapped without rewriting the agent, and the whole thing can run inside your own environment when the data cannot leave it. all of this comes down to the runtime around the model, the context it carries, the tools it exposes, and how many times it goes back to the model. that is what a production harness actually owns. the full task list, the per-run numbers, and the MIT-licensed code are on GitHub: (don't forget to star 🌟) you can read more about the same in the article quoted below. thanks to the TrueForge team for working with me on this one.

Akshay 🚀

76,552 Aufrufe • vor 22 Tagen

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

53,359 Aufrufe • vor 1 Monat

Jensen Huang just told Silicon Valley it’s fighting on the wrong floor. Every boardroom in tech is locked on the same question. Which model wins. OpenAI or xAI. GPT or Claude. Grok or Gemini. Trillions moving on that bet alone. Huang zoomed out and showed them the whole building. Huang: “AI is actually essentially a five-layer cake.” Energy at the bottom. Chips above it. Cloud above that. Models next. Applications on top. Five layers. One war. Everyone crowded onto the fourth floor. Huang: “This is where most people think AI is.” He was pointing at the model layer. Every pitch deck. Every valuation. Every founder story. All packed onto one floor. One floor below the finish line. Three above the foundation. The middle of the building. Huang: “At the bottom is energy.” Not data. Not parameters. Not talent. Power. You cannot out-code the grid. You cannot train a frontier model with a press release. The smartest model on Earth still needs a dumb turbine spinning somewhere. The smartest engineers alive are building on top of someone else’s silicon, inside someone else’s cloud, powered by someone else’s electricity. They own nothing beneath them. Huang: “This layer on top ultimately is where economic benefit will happen.” Healthcare. Finance. Manufacturing. The only floors where AI actually meets money. Every dollar of real value lives at the top. Every physical constraint that decides who gets to play lives at the bottom. The model sits in between. Squeezed from above and below and owning neither end. Silicon Valley is burning hundreds of billions to build plumbing for somebody else’s economy. The basement decides if it runs. The penthouse decides if it pays. The companies building models think they are building the future. Huang just told them they are the middle layer in someone else’s cake.

Dustin

536,408 Aufrufe • vor 4 Monaten