Brilliant. This is so insightful about the agentic world. I'm genuinely passionate about AI's potential, even as a teacher. You mentioned the UBI world – how do you envision the practical transition to a post-scarcity economy when employees are still hesitant? A thought-provoking read!
Thanks for reading! Glad you liked it! Re your question - the transition to a post scarcity economy is gonna be tricky af and extremely speculative. We need to have a clear definition of what UBI entails, what abundance really means and then i begin we can even start to speculate on things. What is your definition of UBI and of abundance?
Useful framework for thinking about the agent company landscape. The 'capability vs. reliability' tradeoff is the central challenge.
Anthropic's Project VEND experiment is instructive - they ran an actual business with Claude. The gap between 'can do' and 'reliably does in production' is enormous.
Ohh this is interesting! Yeah the gap no doubt exists but i think the gap will shrink further and further. Technology much like biology or evolution has an exponential curve and has an inevitability about it. So i feel it's a matter of time before that gap is shrinking and before we know it we will be talking about the diminishing returns in that context very soon
Glean's pricing jump from $50K to $500K+ per customer as they moved enterprise is the most underappreciated part of this playbook. That transition isn't just a go-to-market shift. It's a pricing architecture shift that requires rebuilding how the product delivers value to justify procurement review. The 300% YoY growth numbers are real, but the hard question is at what ARR does the enterprise pivot become necessary versus optional. At theaifounder.substack.com we've been tracking agent companies making this transition. How do you advise founders on timing that shift, and what signals tell you that the bottom-up PLG motion is exhausted before enterprise becomes the primary lever?
A 7X growth in AI job demand between 2023 and 2025 points to something structural rather than cyclical, which is what makes Glean's $7.2B valuation legible even at that price. The enterprise knowledge graph angle is defensible in a way that pure chatbot products aren't because the data moat compounds over time. The playbook assumes the winner locks in the enterprise graph first, but how do you see that holding up when Microsoft is aggressively competing for the exact same integration surface? Watching these dynamics at theaifounder.substack.com.
Great analysis of Glean's playbook. The "own the workflow" insight is key — and it maps perfectly to what's happening in verticals that haven't been touched by agentic AI yet. One massive example: the $1.5 trillion events industry. Still running on spreadsheets and walkie-talkies. Cvent just spent $700M in December acquiring AI event tech companies. The opportunity for an agentic approach — 7 specialized AI agents handling registration, matchmaking, logistics, crowd intelligence, sponsor ROI — is enormous. I mapped out the full architecture and 18-month roadmap here: https://signl.substack.com/p/the-agentic-event-how-ai-agents-will
Brilliant. This is so insightful about the agentic world. I'm genuinely passionate about AI's potential, even as a teacher. You mentioned the UBI world – how do you envision the practical transition to a post-scarcity economy when employees are still hesitant? A thought-provoking read!
Thanks for reading! Glad you liked it! Re your question - the transition to a post scarcity economy is gonna be tricky af and extremely speculative. We need to have a clear definition of what UBI entails, what abundance really means and then i begin we can even start to speculate on things. What is your definition of UBI and of abundance?
Useful framework for thinking about the agent company landscape. The 'capability vs. reliability' tradeoff is the central challenge.
Anthropic's Project VEND experiment is instructive - they ran an actual business with Claude. The gap between 'can do' and 'reliably does in production' is enormous.
Lessons from their experiment: https://thoughts.jock.pl/p/anthropic-project-vend-phase-2-ai-autonomous-business-lessons
Ohh this is interesting! Yeah the gap no doubt exists but i think the gap will shrink further and further. Technology much like biology or evolution has an exponential curve and has an inevitability about it. So i feel it's a matter of time before that gap is shrinking and before we know it we will be talking about the diminishing returns in that context very soon
Glean's pricing jump from $50K to $500K+ per customer as they moved enterprise is the most underappreciated part of this playbook. That transition isn't just a go-to-market shift. It's a pricing architecture shift that requires rebuilding how the product delivers value to justify procurement review. The 300% YoY growth numbers are real, but the hard question is at what ARR does the enterprise pivot become necessary versus optional. At theaifounder.substack.com we've been tracking agent companies making this transition. How do you advise founders on timing that shift, and what signals tell you that the bottom-up PLG motion is exhausted before enterprise becomes the primary lever?
A 7X growth in AI job demand between 2023 and 2025 points to something structural rather than cyclical, which is what makes Glean's $7.2B valuation legible even at that price. The enterprise knowledge graph angle is defensible in a way that pure chatbot products aren't because the data moat compounds over time. The playbook assumes the winner locks in the enterprise graph first, but how do you see that holding up when Microsoft is aggressively competing for the exact same integration surface? Watching these dynamics at theaifounder.substack.com.
Amazing! Great analysis
Great analysis of Glean's playbook. The "own the workflow" insight is key — and it maps perfectly to what's happening in verticals that haven't been touched by agentic AI yet. One massive example: the $1.5 trillion events industry. Still running on spreadsheets and walkie-talkies. Cvent just spent $700M in December acquiring AI event tech companies. The opportunity for an agentic approach — 7 specialized AI agents handling registration, matchmaking, logistics, crowd intelligence, sponsor ROI — is enormous. I mapped out the full architecture and 18-month roadmap here: https://signl.substack.com/p/the-agentic-event-how-ai-agents-will