What will be the value of API access to the only AI that can beat every hedge fund on the planet? Why do it yourself if you can auction first access by the hour to those who already have the infrastructure to deploy it?

Youthful ignorance, as a weakness of younger founders, is not specific to the field of AI. But every successful entrepreneur needs a powerful reality distortion field, and where vast experience is unavailable, naivety can make an excellent substitute.

Lack of agentic spark feels like a fundamental model-of-intelligence problem. Current LLMs are worse at employing concepts introduced during usage than those learned in training. Successful agents incorporate ideas continuously as new ‘weights’ in their neuron substrate; LLMs operate only on words.