[wseadowntown]

I like the security-first posture. What's your view on how foundation models will or won't evolve into this space? Like will CC steamroll this in 2 years when it can natively build connectors and run them from within the desktop app? Not saying you won't have an ongoing edge, I just want to understand the thesis better so I can learn. Cool product!

[hudsongr]

Thanks! We believe the building aspect is already commoditized and we're experimenting with leaning into this with BYOA (bring-your-own-agent). Our bet is that the labs will stay focused on the model and won't do the more unglamorous governed deployment layer needs (credential scoping, per-tool db, audit, etc), but time will tell.

[rimeice]

Don’t know if anyone else is feeling this, but I’m getting a sense they’re gona have to go in to this layer. Not enough money to warrant the investment in the model only approach…

[zormino]

Particularly if LLMs plateau and intelligence becomes essentially commoditized. If they can't compete on models alone they'll start moving more and more up the stack.