i would rather be an optimist and work hard than a pessimist posting about why things won't work.
it's much more difficult and the most likely path is failure, but society fails if people don't try.
no amount of "it will never work" essays will drive society forward.
Hot take… isn’t it kinda crazy that nobody is really using AI Agents? I don’t mean software engineers or AI early adopters. I mean “college friends talking about it in group chat,” the feeling you got when everyone started using Instagram or TikTok.
These frontier AI models are *insane* (as are the harnesses & tool calls & the like). And every large tech co has an AI agents platform, not to mention all the YC startups doing vertical agents. Yet all of your friends and family outside of tech — who spend all day staring at their iPhones and get paid to work in browser tabs — don’t really care or find themselves using any AI agents yet.
Yes ChatGPT, Claude, etc. are extremely popular… but if you look at the engagement data the vast majority of people are still using these aI chat tools like a glorified Google + Grammarly. That’s why the AGI labs are all pushing desktop apps for Codex, Cowork, etc. so hard to non-technical ppl. And yes exceptions for lawyers and customer service but even those have some asterisks and exceptions to rule.
Look I’m not saying the ChatGPT moment for AI Agents is not coming… it most definitely is! Remember we pivoted from Arc to Dia precisely because we believe computing is going to be radically reimagined around these AI primitives. No doubt. But that’s my point: it’s just so surprising it hasn’t happened yet because all of the tech you’d need is there.
Again if you stop for a second and think about it… for all the press and money and hype and models and crazy ARR numbers… this “AI Agent” moment does not *feel* like the other breakthrough tech moments we’ve lived through (e.g. think the shift to Stories via Snapchat & Instagram, or shift to on-demand via Uber/Airbnb/Doordash).
Which is a long way of saying: if you can figure out the answer to “why” most people don’t care about AI agents yet (and have no enduring interest in using them) — especially since the models and harnesses are here and ready — the answer to that question will allow you to capture a lot of marketshare and make a lot of money in 2027.
Theoretically, the tech is ready for AI Agents to totally transform how we work and live our lives… but alas the general public dgaf… that’s the generational puzzle to solve for the next 12 months for anyone not working on the models themselves.
Tomorrow will be my last day at Google after 27 years, and watching it grow from 25 people to 190,000+ has been an amazing journey. Below is a note I shared with many people internally at Google today. An excerpt is:
It has been an absolute pleasure to work with you and to help build some of the most widely used and impactful products of all time. As a kid, I dreamed of helping build software that would be used by many people, and Google now has thirteen products used by more than a billion people (amazing!). Our work has had a tremendous impact in the world, and I have been lucky enough to collaborate and form friendships with many colleagues that I deeply admire, respect, and enjoy. It still brings me joy every time I see people out in the world using our products to find information, handle email, translate documents, watch videos, learn new things, navigate and understand the physical world, browse the web, use their phone, run large-scale computations on our infrastructure, ride in an autonomous vehicle, or perform complex tasks with the help of our AI systems. I hope you all share this sense of joy, because it is a shared accomplishment! Thank you to all of my colleagues at Google over many years!
Now I'm excited to go start @DiscoLoopAI with my longtime friends and colleagues @Sanjay_Ghemawat, @OriolVinyalsML, and @quocleix.
(Updated post: slightly redacted to not have some personal info)
This is exactly right. Source code is on the verge of becoming like assembly.
The next step is getting rid of “source code” entirely and just making an efficient binary directly with AI.