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
The AI market is shifting as companies move away from expensive, frontier-only models towards a portfolio approach, utilizing cheaper open-source alternatives for most tasks. The era of AI super apps is here, with platforms like Codex aiming to revolutionize knowledge work by using agents to perform a wide range of tasks. Traditional software risks becoming mere ‘dumb pipes’ for these agents, which will soon be the default users interacting with products via APIs and browsers.
- 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.
https://bender.layer3.press/articles/929960bb-dc60-4de9-8fec-e80a8ed9d63d
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