01AI Agents thesisApr 21, 2024
The next big breakthrough in AI is AI Agents. This is when AI goes from being used as an assistant to chat with, to using AI to accomplish complete tasks that a human might otherwise have to perform. This moves AI from a "read-only" operation to fundamentally a "read/write" operation.
Ultimately, this brings us much closer to the full promise of AI, in particular in the enterprise, where AI can begin to complete any part of a workflow...
1. Businesses of all sizes will have access to resources and specialized skills they wouldn't otherwise tap into...
2. Companies will be able to re-allocate energy and talent to increasingly more differentiating work...
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02Operator live demoJan 26, 2025
Here's Operator from OpenAI building a Due Diligence portal for an M&A transaction of TikTok on Box. The Agent creates a folder structure, the initial set of docs, and then researches on the web for data.
In the future, AI Agents just do work for you in the background.
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03Enterprise AI field notesJan 10, 2025
Coming off of meeting a couple dozen enterprises around the future of their AI strategies, here are a few notes on the state of AI in the enterprise right now.
1. The AI-first enterprise is emerging...
2. Enterprises want choice in their AI stack...
3. We will need more interoperability in AI...
4. Your AI stack will define who you can hire...
5. IT will increasingly be responsible for actually getting the work itself done...
6. We're still insanely early.
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04College grad AI adviceMay 13, 2025
One piece of advice right now for anyone in college entering the workforce would be to get insanely good at using AI tools to get work done. You will look like a time traveler from the future to most companies, and likely can actually help the whole company modernize too.
A big advantage any newer employees have right now is they haven't been wired to think how long something *should* take...
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