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
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
Really interesting framing.
I think Glean stands out here because it started with enterprise search and not actually agents.
The agent story works because the retrieval, permissions and context layer were already being built underneath it.
I wonder if that ends up being the real difference between AI as an add-on and AI that companies can actually depend on.
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