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The newest wave of AI research is changing everything
Mar 28, 2024 · 12 min readUpdated Jul 16, 2026
Most races have a prize pool. The New York City marathon winner gets $100,000. 2023’s F1 winner took home a $140 million pot.
The winner of the race I’m going to describe will earn billions. Maybe tens of billions. They’ll bend the arc of the universe. They’ll materially increase GDP.
This is the race toward the AI agent. Agents are the next step in the AI race and the focus of every major tech company, research lab, and leading AI startup.
I’ve spent months talking with founders, investors, and scientists, trying to understand what this technology is and who the players are. Today, I’m going to share my findings. I’ll cover:
Let’s get into it.
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