Anish Acharya

Because I don't think execution or expertise is any longer a constraint.

Yeah, I mean, I think that you can use a core provider, you know, via tool use.

I mean, to me, the big question is just sort of ambiguity as one of the big sort of questions for how much leverage you get out of agents.

So if you look at BPOs, you know, business process outsourcing, they're the areas in which there's the least ambiguity where the job is literally a series of tasks where people in offshore call centers take a task off the queue.

Those things are very well set up for automation and agent replacement because you've got incredibly well-defined tasks and you've got jobs that are bundles of these well-defined tasks.

I think there are many jobs in which there's just such a high degree of ambiguity.

Even in software development, arguably the coding is the easy part.

The tough thing is, what are we coding today?

How do we adjust and how do we adapt to what the customers are saying, what the market is saying, what our own epiphanies were overnight?

The models are incredible at getting us into these local maximas, and sometimes the local maxima is the global maxima, but I think often it takes human intuition to break from the local to the global, and that is something I think the agent's just not going to do.

I wish I knew more about UiPath.

I just don't know enough about the company to comment.

I mean, I think RPA is super interesting, but vision models haven't nearly kept up with the way that we've talked about them.

Open source?

That's a good question.

So I don't think we're at a point in the cycle where companies are focused primarily on cost optimization.

And I think that is one of the reasons to choose open, which is like get an open source model, host it, and then have a cost benefit as a result.

I do think there has been some interesting properties of open models like Kimmy K2.

I believe that they didn't post train it to sort of restrain what it could say.

As a result, it was just a lot more interesting in terms of text generation in many directions.