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OpenAI’s Greg Brockman envisions an AI agent that doesn’t require users to switch tabs, choose models, or even ask for help. Instead, it could anticipate what the user wants and the agent would act on their behalf, from finding concert tickets to purchasing them within a set budget. But...

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Greg Brockman says the long-term future is clear: AI will run on its own computer, manage fleets of agents, and solve tasks in parallel. Brockman imagines a workflow where you review your agent’s work in the morning, guiding it like a partner, but models are not yet smart enough for that. He explains that today’s reality is AI helping directly in the terminal or editor, making coding workflows familiar but more efficient.
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Ricardo

174,338 Aufrufe • vor 1 Monat

Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?
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Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?

Ricardo

93,276 Aufrufe • vor 1 Monat

Airtable's Howie Liu says that basically everyone will need to graduate from being ICs to ICs that manage teams of 20-30 agents: "The best developers today don't just sit there in front of their IDEs and synchronously talk to their agent." "[Instead], you have like 30 separate branches that are each being worked on by a different agent. And you can have the agents continue to update the branches based on human and other agent feedback." "And I think this whole idea of it taking hours for that entire loop to complete — agent pushes some changes, the changes get feedback from other agents or humans, the agent responds to that — that whole loop could be hours, not just minutes. So you're not going to just sit there and watch it one at a time." "But the powerful thing about this is, each one is still actually operating faster than a human engineer. One agent on one branch can do the work of maybe three humans, operating 3x as fast. So it's like a 10x leverage factor just for one agent." "But the best engineers are now able to multitask and say, 'I'm going to oversee my own little team of 20-30 agents working concurrently.'" "Everyone needs to graduate from being an IC to an IC manager of agents. Meaning, if you're a VC analyst, your job should no longer be to go synchronously research one company. You need to go and research like 30 companies, and do them all faster, better, and higher quality than you could before." "That's the greatest leap that is going to be challenging for a lot of people in a lot of roles. Because it's a totally different mentality in how you operate, and what your role is."
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Airtable's Howie Liu says that basically everyone will need to graduate from being ICs to ICs that manage teams of 20-30 agents: "The best developers today don't just sit there in front of their IDEs and synchronously talk to their agent." "[Instead], you have like 30 separate branches that are each being worked on by a different agent. And you can have the agents continue to update the branches based on human and other agent feedback." "And I think this whole idea of it taking hours for that entire loop to complete — agent pushes some changes, the changes get feedback from other agents or humans, the agent responds to that — that whole loop could be hours, not just minutes. So you're not going to just sit there and watch it one at a time." "But the powerful thing about this is, each one is still actually operating faster than a human engineer. One agent on one branch can do the work of maybe three humans, operating 3x as fast. So it's like a 10x leverage factor just for one agent." "But the best engineers are now able to multitask and say, 'I'm going to oversee my own little team of 20-30 agents working concurrently.'" "Everyone needs to graduate from being an IC to an IC manager of agents. Meaning, if you're a VC analyst, your job should no longer be to go synchronously research one company. You need to go and research like 30 companies, and do them all faster, better, and higher quality than you could before." "That's the greatest leap that is going to be challenging for a lot of people in a lot of roles. Because it's a totally different mentality in how you operate, and what your role is."

TBPN

35,595 Aufrufe • vor 4 Monaten