Comment by yieldcrv
18 hours ago
I disagree because we're buying up companies and training models, creating skills and agentic workflows on individual domain expert's 30 years of notes and prior projects
The only moat is that there is so much more work for domain experts since they and many of the bureaucratic processes in between aren't the bottleneck anymore
I think it's important to be clear on what's really happening. Companies were accomplishing 5% of their annual plans, and now they're taking a realistic swing at all 100% to likely reach 20-25%. It's a crazy amount of work, for the same specialists and more human workers.
But that’s not true though. You still have to convince humans. You still have to deal with what people in power feel (clients, leads,etc) This still adds wall time. I saw 0 serious analysis confirming 5x productivity gains. In the coding part? Maybe, and that’s not even certain. But pure coding is only one order of making software, or solving problems with software
and 0 analysts were saying agentic workflows actually worked 6 months ago, they were completely disillusioned and yet here we are
if you’re actually building these things, you know they and the CEOs they’re hearing from are all 6 months behind. the executive’s frantic pivot to shove “AI” down everyone’s throat didn’t pan out in one quarter and had nothing to do with the actual concept at all
that, and every industry is different. I wouldn’t listen to analysts, I’m in an industry that even Anthropic thinks wont be touched by AI (even though they can read ours and everyone else’s sessions)
all public discourse is just flat wrong, and just like every week this year, you’re just going to wake up seeing a new AI capability headline that makes you question your role in society. So play devil’s advocate all you want, the silver lining is that there’s more work to do than ever before and more of it can be tackled at once