Steven Walgenbach

AI Developer | Building autonomous AI systems & integrations
Founder of disconnected tools into intelligent workflows

[SemiAnalysis @SemiAnalysis_]

BREAKING NEWS: according to CloudFlare Radar Data, Agentic traffic has SURPASSED human traffic across the worldwide internet for HTML webpages.

[Watcher.Guru @WatcherGuru]

JUST IN: JPMorgan, Citi and major US banks to launch new tokenized deposit system to compete with crypto.

[Steven Walgenbach @Steven_AI_Dev]

AI agents are impressive... until the API they depend on goes down.

I've built agentic systems that could reason, plan, and execute tasks autonomously. Yet some of their biggest failures had nothing to do with AI. The problem was a third-party API failing, timing out, or changing its response format.

It makes me wonder:

Will APIs still be the backbone of AI in 10 years?

Or will local AI agents with direct access to company data and systems become the new standard?

Maybe AI's biggest challenge isn't intelligence.

Maybe it's integration.

#AI #ArtificialIntelligence #AgenticAI #AIAgents #Automation #MachineLearning #SoftwareDevelopment #APIs #Tech #Innovation #FutureOfWork #EnterpriseAI

[Steven Walgenbach @Steven_AI_Dev]

@coinbureau Yes, along with the rest of the debt-driven economy that is not sustainable. These predictions get a bit irritating. It's like me saying it will eventually rain...

[Steven Walgenbach @Steven_AI_Dev]

@kapilansh_twt One is cheaper, one is more efficient

[Steven Walgenbach @Steven_AI_Dev]

@XBoss034 @business @parmy @opinion Makes me think of that video where the 3 people move around the same $10 note but somehow all of their $20 debts with each other are settled

[Steven Walgenbach @Steven_AI_Dev]

It's a combination of FOMO due to all of the hype to be "AI-powered" that's pushing companies to take on the expense without actually solving a problem with the powerful technology. Will AI make companies more streamlined? Yes. But like any other tool, the right person needs to be using it. For instance, I will not know how to repair my car's engine with tools that I can easily purchase at any hardware store.

[Steven Walgenbach @Steven_AI_Dev]

This was one of the main challenges that I had to deal with when starting a new role. The real challenge to AI adoption begins when management says no ChatGPT, Claude, Deepseek or other frontier models due to privacy concerns. On top of this, AI token usage can't skyrocket. Luckily we solved this puzzle

[Steven Walgenbach @Steven_AI_Dev]

Everyone is asking which jobs AI will replace.

I think we're asking the wrong question.

What if AI creates jobs that have never existed before?

Twenty years ago, nobody was hiring social media managers, prompt engineers, cloud architects, app store optimization specialists, or YouTube strategists. Entire industries appeared because new technology created new problems to solve.

AI could do the same.

We may soon see roles like:

• AI Workflow Architect
• Agent Operations Manager
• AI Compliance Auditor
• Synthetic Data Engineer
• Human-AI Team Lead
• AI Memory Designer
• Autonomous Systems Supervisor

And those are just the jobs we can imagine today.

The most interesting opportunities are often the ones nobody can predict. When the internet arrived, it didn't just automate existing work. It created entirely new categories of work.

Maybe AI won't simply reduce the number of jobs.

Maybe it will redefine what a job is.

The real question isn't whether AI will take jobs.

It's whether we're prepared for the jobs that don't exist yet.

What AI-related role do you think will become common in the next 5 years?

#ArtificialIntelligence #AI #FutureOfWork #AgenticAI #Automation #MachineLearning #Innovation #DigitalTransformation #AIAgents #BusinessTechnology #FutureJobs #Leadership

[The Kobeissi Letter @KobeissiLetter]

This is absolutely incredible.

Investors now perceive Nvidia to be as creditworthy as the US government.

Nvidia's $NVDA, 5-year credit default swap (CDS) is trading at ~38 basis points, slightly below the US sovereign CDS, at 40 basis points.

In other words, markets consider the world's largest company to be less likely to default on its obligations than the US federal government.

This comes as in FY2026, Nvidia carried only ~$8.5 billion in total debt against ~$10.6 billion in cash and generated nearly $100 billion in free cash flow, giving it one of the strongest balance sheets of any company in the world.

Even if Nvidia's earnings dropped -90%, it would still rank among the 100 most profitable companies in the world.

Markets are treating Nvidia as one of the safest companies on the planet.

[Anthropic @AnthropicAI]

Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission.

Pending completion of SEC review, this gives us the option to pursue an initial public offering.

Read more: https://t.co/onGZAhRLvD

[Steven Walgenbach @Steven_AI_Dev]

@AnthropicAI just reached a $965 BILLION valuation after raising $65B.

At this point, AI companies are starting to look less like startups… and more like economic infrastructure.

The craziest part?

Anthropic now has massive compute partnerships with Amazon, Google, Broadcom, Samsung, Micron, SK hynix, and even SpaceX.

This raises a serious question:

Is AI becoming the global economy’s last major growth engine?

Because right now, the world isn’t just investing in AI products.

It’s rebuilding industrial-scale infrastructure around intelligence itself.

We may be watching the birth of an entirely new economic era in real time.

Or the biggest capital bubble in history.

Probably both.

#AI #Anthropic #Claude #ArtificialIntelligence #GenerativeAI #LLM #Tech #FutureOfWork #Automation #VentureCapital

[Steven Walgenbach @Steven_AI_Dev]

My go-to architecture for AI agents is surprisingly simple:

Skills.
Tools.
Memory.

But the important part is this:

Each one has READ + WRITE capabilities.

That means the agent can:
• Learn workflows
• Improve execution
• Store operational knowledge
• Create reusable capabilities
• Evolve over time

Then I connect it to an n8n workspace so it can orchestrate APIs, workflows, triggers, and external systems.

At that point, it stops feeling like a chatbot.

It starts feeling like a digital employee.

I think persistent, self-evolving agents are where AI is heading next.

#AI #AIAgents #n8n #Automation #LLM #AgenticAI

[The Kobeissi Letter @KobeissiLetter]

Shocking stat of the day:

Nvidia, $NVDA, now accounts for a record 8% of the S&P 500’s market cap and is now larger than 7 of the index's 11 sectors.

The only bigger sectors are Information Technology, Financials, Communication Services, and Consumer Discretionary.

Its market cap exceeds the Utilities, Real Estate, and Materials sectors combined.

It is also larger than the entire economy of Germany, the world's 3rd-largest and Europe's biggest.

$NVDA has contributed 20% of the S&P 500's +9% return year-to-date.

The rise of Nvidia is unprecedented.

[Steven Walgenbach @Steven_AI_Dev]

AI ROI is not just about using ChatGPT at work.

The real value comes from:
• Secure data handling
• AI-ready infrastructure
• Workflow integration
• Modernizing legacy systems

Most companies don’t have an AI problem.

They have a systems problem.

Until businesses fix the gap between legacy infrastructure and modern AI, ROI will always hit a ceiling.

The companies that solve privacy + integration first will win the AI race.

#AI #ArtificialIntelligence #EnterpriseAI #Automation #AIAgents #BusinessTechnology

[McKinsey Global Institute @McKinsey_MGI]

Demand for AI-related skills is growing across the European workforce.

MGI research shows the share of occupations requiring these skills has more than tripled since 2023.

Explore the country-level data: https://t.co/BIUzxV3CtQ

[Steven Walgenbach @Steven_AI_Dev]

The era of treating AI as just a tool is over. Enter Agentic AI—autonomous systems that reason, adapt, and execute entire workflows end-to-end.

To win, leaders must stop managing AI like software and start managing it like an employee (a "corporate citizen"):

📋 Clear job descriptions & KPIs
📈 Performance reviews & retraining
⚖️ Strict governance guardrails

The goal isn't replacing humans; it's building "Smart Ops." AI handles high-frequency data, while humans elevate into critical roles as Custodians, Judgment Holders, and Auditors.

The next competitive frontier isn't who has the most AI, but who builds the smartest human + AI partnership.

#AgenticAI #FutureOfWork #AI #Leadership #Innovation

[McKinsey & Company @McKinsey]

The next phase of AI transformation is happening at the workflow level.

Companies are using agentic AI to coordinate tasks, decisions, and customer interactions across entire journeys—while rethinking the operating models needed to support it at scale. https://t.co/UgFVX6YEIq

[Steven Walgenbach @Steven_AI_Dev]

@rezoundous Maybe they are, but can't make it look like they're more of a monopoly than the one they already are

[Steven Walgenbach @Steven_AI_Dev]

@SenSanders Sounds like AI communism

[Steven Walgenbach @Steven_AI_Dev]

@a16z Businesses with tokens rn