Nathaniel Whittemore

We have this whole new set of skills that people are expected to learn, but they're expected to learn them while also doing their normal jobs.

classic and quintessential conundrum of the moment is that we don't have time to learn the thing that could save us so much time.

There's also the challenge of our normal disposition to wait for the future rather than to go invent it, which of course gets into the idea of new opportunities.

We don't know what it's going to look like.

when every single member of every single company can use software to deliver on their KPIs and invent new ones.

But we're going to start to find out.

Certainly something that we could help with is that especially the farther away from the AI efficiency era we get, the worse and worse the resources to support people's education we find.

There are still plenty of prompt engineering courses out there, but actual really strong resources on how to use coding tools for non-coders, how to build and manage agents, how to think about automations more systematically.

These are much fewer and farther between.

Now, hopefully the market incentive for this changes that in short order, because goodness gracious, is there a lot of market opportunity there.

But anything we can do to provide more resources for education or self-education, the better.

The last group we'll talk about are the sovereigns.

And honestly, this is the group that might be the most aware of their capabilities overhang of anyone.

The overhang in this case is a national security issue.

The delta between what's possible and what's deployed represents strategic vulnerability.

It also represents a challenge in terms of who gets to define the future.

And not only is there this strategic vulnerability,

But sovereigns are also dealing with the fact of what it means to have everyone's understanding of the world mediated by LLMs that are reliant on a specific set of sources, which may not take into account the full complexity and cultural legacy of your particular nation.

So there's so much in the AI capabilities overhang for sovereigns.

Certainly in the medium term, first mover advantages in AI capability could create some seriously durable geopolitical asymmetries.