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by hudsongr 2 days ago
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.
1 comments

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…
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.