Camilo Acosta

We saw that future coming because we were part of the group building.

Our vision at the time, even if we were to pull people internally at the company, though, would have seemed crazy.

People probably in the company might have thought that was pretty futuristic.

But those of us working on these topics realized it wasn't that crazy because the models were getting there.

So there is a head start that some of these big incumbents have, but it doesn't mean that this is the end all and be all.

We are in the early innings of LLMs, and we don't fully know if LLMs are the right architecture for developing AGI or superintelligence.

So it's still a question mark if even this is the right path long term.

It could be some other new company comes about and develops a new architecture that it's actually more efficient and better for developing EGITBD.

But certainly when it comes to the LLM landscape and the big platform models, there is certainly a head start that these big companies have.

We try to think a lot about what the world is going to look like and specific industries are going to look like and invest towards that vision of the future.

That's, we have a very thesis driven.

Uh, and so we steer away from what seemed like near term improvements and innovation.

Um,

So we've historically never invested in co-pilots and things like that because we didn't believe that co-pilots were the end goal.

And so we try to think about like, well, what is an agentic future for healthcare look like?

What does agentic future for legal look like?

What does agentic future look like for construction, et cetera, et cetera, et cetera.

And work our way backwards from that in order to say like this, this company fits that mold, but more specifically, this founder fits that mold because we have to see that that founder gets that future.

A lot of founders

Most founders are optimizing for the next three to five years in whatever industry they're in.