18 Hot Takes On Where AI is Headed Next

Real talk on the collapse of the frontier-only AI stack, the super app era, and why your app could become a dumb pipe for agents

18 Hot Takes On Where AI is Headed Next

TL;DR

  • The frontier-only AI stack is collapsing due to high costs, leading companies to adopt a portfolio of models.
  • China's open-source AI models are gaining market share in US companies.
  • The AI super app era is here, with platforms like Codex and ChatGPT aiming to dominate knowledge work.
  • Traditional software may become a 'dumb pipe' as agents become the default users.
  • Cloud agents and collaboration between agents and teams represent the next wave of AI development.