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The Biggest Risk is Models Moving into the App Layer: " The models are becoming agentic. It's possible the model is all you need. Imagine if you wanted the model to update medical benefits information. If the model is agentic and it is integrated into the database; you don't... show more

Harry Stebbings

653,520 subscribers

47,055 次观看 • 9 个月前 •via X (Twitter)

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Will SaaS survive the AI era? Four reasons it may not: - Complexity: Software will be cheaper & easier to build yourself - Model Providers: Foundation model providers will move into the app layer. - Agentic Models: Models are becoming more agentic, they could handle tasks without extra SaaS layers. - Experience: SaaS today is built for human GUIs, AI in the future would not require any clicking. Link to the entire interview with Harry Stebbings below.

Will SaaS survive the AI era? Four reasons it may not: - Complexity: Software will be cheaper & easier to build yourself - Model Providers: Foundation model providers will move into the app layer. - Agentic Models: Models are becoming more agentic, they could handle tasks without extra SaaS layers. - Experience: SaaS today is built for human GUIs, AI in the future would not require any clicking. Link to the entire interview with Harry Stebbings below.

Turing

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Choose a model (any model) and build your application with it. Do not spend time swapping models early on. Do not try to optimize before you have a working system. This is one of the first recommendations I make to every new team I consult with. Eventually, it will be time to optimize the model. • You may need a cheaper model • You may need a faster model • You might need a smarter model Good luck if you stitched together 12 different APIs and SDKs from 7 different vendors. Over half of the companies I consult for run on Microsoft software and have access to Microsoft Foundry. Microsoft Foundry is a complete agentic ecosystem. If you're in that world and building AI applications, Microsoft Foundry is where everything lives: • Models (largest selection in the market) • Agentic SDK (Python, C#, JavaScript/TypeScript) • Tools • Evaluations • Monitoring They are fully integrated with GitHub and Visual Studio Code. The best part: Their agentic platform is fully agnostic of the models you use. You can integrate with any model using the same OpenAI-style API. Swapping one model for another takes 1 second.

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To understand what’s next for AI, you first have to understand how computing architecture is evolving. In the agentic era, intelligence is becoming distributed across devices, the edge, and the data center, allowing every layer of the stack to do what it does best:

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Qualcomm

10,222 次观看 • 22 天前

$AMZN AWS launched Amazon Quick which is a desktop AI assistant that works across your apps and data to surface what matters and take action. This is agentic AI turning the inbox into an archive and becoming the layer that prioritizes and handles the busywork.

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Grass

211,991 次观看 • 2 年前

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Orbofi

40,179 次观看 • 4 个月前

Jensen Huang was asked whether AI's future is open source or proprietary the question the whole industry keeps fighting over. He didn't pick a side. He said something that quietly ends the fight. "models is a technology, not a product. Model is a technology, not a service" "For the vast majority of consumers, the horizontal layer, the general intelligence, I would really, really love not to go fine-tune my own" "all these industries, their domain expertise, their specialization has to be channeled, has to be captured in a way that they can control, and that it can only come from open models" "the open model industry we're contributing tremendously to it is near the frontier" Everyone else is arguing about which lab wins OpenAI or Anthropic, who has the smartest frontier model this quarter. Jensen is standing on stage saying that's the sideshow. The proprietary model is the convenience layer you rent when you don't care. The open model is the thing you own when the work is yours. Two different products for two different needs not two horses in one race. open models are the second-biggest in the room. Ahead of Anthropic. Behind only OpenAI.

Jensen Huang was asked whether AI's future is open source or proprietary the question the whole industry keeps fighting over. He didn't pick a side. He said something that quietly ends the fight. "models is a technology, not a product. Model is a technology, not a service" "For the vast majority of consumers, the horizontal layer, the general intelligence, I would really, really love not to go fine-tune my own" "all these industries, their domain expertise, their specialization has to be channeled, has to be captured in a way that they can control, and that it can only come from open models" "the open model industry we're contributing tremendously to it is near the frontier" Everyone else is arguing about which lab wins OpenAI or Anthropic, who has the smartest frontier model this quarter. Jensen is standing on stage saying that's the sideshow. The proprietary model is the convenience layer you rent when you don't care. The open model is the thing you own when the work is yours. Two different products for two different needs not two horses in one race. open models are the second-biggest in the room. Ahead of Anthropic. Behind only OpenAI.

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191,754 次观看 • 6 个月前

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Sriram Krishnan on why Chinese models can distill off American models but American startups can't: "First of all, every model we have today is distilled off of all human knowledge. If you go back to the original GPT or the original Claude, they all had to derive off crawling the internet, crawling off all of our blogs and tweets and content. They kind of consume human knowledge to bootstrap that." "I'm going to steal this from Dean Meyer of Sequoia, who had a fantastic post yesterday. The situation which is bad today is that some of these models from other countries can train off American models, whereas if you are an American open weight model, it may be really confusing or challenging on whether you can distill off of other American models." "We kind of have a really uneven ecosystem here, where if you're a Chinese model, you could probably get a bunch of reasoning traces. But if you are a new Valley startup and you want to use some reasoning traces, you don't know what the legal situation is." "If you look at any American open source model today, they are using Chinese models as a teacher, or in a way as a part of the fine-tuning process. How do we make sure that is protected and enshrined, so if you're an American model company, you have the same level playing field as the Chinese models?" Sriram Krishnan

MTS

71,286 次观看 • 1 个月前

Why data is a trillion-dollar market "The bigger models scale, the more data you need. Data is a very durable need. If you believe in the scaling of models, then absolutely you should believe in the data market. I believe it's going to be at least a $100BN by 2030, if not $1TRN." Anastasios Nikolas Angelopoulos Do you have to scale into enterprise and mid-market to get this revenue scale or could you do it on frontier lab spend alone? Brendan (can/do) Garrett Lord Jonathan Siddharth Ali Ansari

Why data is a trillion-dollar market "The bigger models scale, the more data you need. Data is a very durable need. If you believe in the scaling of models, then absolutely you should believe in the data market. I believe it's going to be at least a $100BN by 2030, if not $1TRN." Anastasios Nikolas Angelopoulos Do you have to scale into enterprise and mid-market to get this revenue scale or could you do it on frontier lab spend alone? Brendan (can/do) Garrett Lord Jonathan Siddharth Ali Ansari

Harry Stebbings

20,976 次观看 • 24 天前

Yann LeCun (Yann LeCun) just revealed why he left Meta, Why are LLMs an extremely narrow field, and how "World model" is the way to build really meaningful agentic future. 🎯 Beautiful and simple in 1.5 mints. "I can’t imagine we can build agentic systems without those systems having the ability to predict, in advance, what the consequences of their actions are going to be. The way we act in the world is that we can predict the consequences of our actions, and that’s what allows us to plan. So what is a world model? Given the state of an environment, a system you want to control at time t, and given an action or intervention you imagine taking, can you predict the state of the world (or the system) at time t + 1? If you can, that’s a world model. You don’t do this at a pixel level, if it’s video. You do this in an abstract representation space, and that’s a crucial key insight." --- From 'AI House Davos" YT channel (full link in comment)

Yann LeCun (Yann LeCun) just revealed why he left Meta, Why are LLMs an extremely narrow field, and how "World model" is the way to build really meaningful agentic future. 🎯 Beautiful and simple in 1.5 mints. "I can’t imagine we can build agentic systems without those systems having the ability to predict, in advance, what the consequences of their actions are going to be. The way we act in the world is that we can predict the consequences of our actions, and that’s what allows us to plan. So what is a world model? Given the state of an environment, a system you want to control at time t, and given an action or intervention you imagine taking, can you predict the state of the world (or the system) at time t + 1? If you can, that’s a world model. You don’t do this at a pixel level, if it’s video. You do this in an abstract representation space, and that’s a crucial key insight." --- From 'AI House Davos" YT channel (full link in comment)

Rohan Paul

383,490 次观看 • 7 个月前

Our new Gemini 3.5 Flash is our strongest agentic and coding model yet, delivering frontier-level performance at 4x the speed of comparable frontier models at less than half the cost. We had Tulsee Doshi break down what you need to know about it.

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Google

77,748 次观看 • 3 个月前

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.

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 次观看 • 1 个月前

Dario Amodei keeps warning that open-source AI models are dangerous and need to be restricted. David Sacks David Sacks answered with a rhetorical question: "Dangerous to whom?" It was the sharpest thing said on the latest All-In The All-In Podcast. Not dangerous to the enterprise that wants to keep control of its own data. Open weights are what finally give that enterprise a choice. It is dangerous to Anthropic's business model. That model only works if customers have no real alternative at the model layer. So the safety argument starts to look like a moat argument wearing a lab coat. Line it up with the rest of the strategy. Dominate the layer everyone builds on. Launch Claude into science, security, legal, finance, and design, the verticals your own customers used to own. And campaign to restrict the open models that would hand those customers the exit. Here is the giveaway. When the person selling you safety also needs you to have no other option, you are not who is being kept safe.

Dario Amodei keeps warning that open-source AI models are dangerous and need to be restricted. David Sacks David Sacks answered with a rhetorical question: "Dangerous to whom?" It was the sharpest thing said on the latest All-In The All-In Podcast. Not dangerous to the enterprise that wants to keep control of its own data. Open weights are what finally give that enterprise a choice. It is dangerous to Anthropic's business model. That model only works if customers have no real alternative at the model layer. So the safety argument starts to look like a moat argument wearing a lab coat. Line it up with the rest of the strategy. Dominate the layer everyone builds on. Launch Claude into science, security, legal, finance, and design, the verticals your own customers used to own. And campaign to restrict the open models that would hand those customers the exit. Here is the giveaway. When the person selling you safety also needs you to have no other option, you are not who is being kept safe.

Fireside Alpha

10,037 次观看 • 1 个月前

Andrew Ng, on the biggest shift in AI right now: “The most important trend is agentic AI workflows.” In one slide, he showed the part most people still miss: GPT-3.5 scored 48% on a coding benchmark, GPT-4 reached 67%, but GPT-3.5 inside an agentic workflow jumped to around 95%. That is not a prompt trick. It is the model planning, using tools, checking its own work, fixing mistakes and running the loop again. Everyone is still arguing about which model is smarter, while the real edge is moving to the system wrapped around the model. Watch the clip, then build the workflow around your own process below.

Andrew Ng, on the biggest shift in AI right now: “The most important trend is agentic AI workflows.” In one slide, he showed the part most people still miss: GPT-3.5 scored 48% on a coding benchmark, GPT-4 reached 67%, but GPT-3.5 inside an agentic workflow jumped to around 95%. That is not a prompt trick. It is the model planning, using tools, checking its own work, fixing mistakes and running the loop again. Everyone is still arguing about which model is smarter, while the real edge is moving to the system wrapped around the model. Watch the clip, then build the workflow around your own process below.

Gipp 🦅

17,267 次观看 • 2 个月前

Martin martin_casado and I had a fun hour-long chat about why we need an AI software layer, and why that's true even if AGI arrives. This is basically my take on why "the model" is definitely NOT "the product", though models are one way you may decide to implement some products

Martin martin_casado and I had a fun hour-long chat about why we need an AI software layer, and why that's true even if AGI arrives. This is basically my take on why "the model" is definitely NOT "the product", though models are one way you may decide to implement some products

Omar Khattab

32,863 次观看 • 9 个月前

You can now step into any world as a video game ✨ All you need is an image edit model (this is Flux 2) + video model to animate (this is Veo 3.1). And you get to control the plot, characters, and aesthetic. Happy to do a longer tutorial if there's interest...

You can now step into any world as a video game ✨ All you need is an image edit model (this is Flux 2) + video model to animate (this is Veo 3.1). And you get to control the plot, characters, and aesthetic. Happy to do a longer tutorial if there's interest...

Justine Moore

175,278 次观看 • 9 个月前

You can run Kimi-K2-Thinking, the most strongest agentic model, in Jan through Hugging Face. Add it to your Hugging Face Inference models to use it.

You can run Kimi-K2-Thinking, the most strongest agentic model, in Jan through Hugging Face. Add it to your Hugging Face Inference models to use it.

👋 Jan

40,189 次观看 • 9 个月前