Thursday, December 26, 2024

To Be or Not To Be an Agent by @ttunguz

Ought to software program help people or act on their behalf?

In 2016, the query was simple to reply : promote Ironman not Robocop. Know-how hadn’t reached the extent of sophistication now we have attained right now the place AI is 90% as succesful as a high-school pupil, the MMLU benchmark for AI is exactly this.

The following technology of software program startups have a strategic query with totally different terminology & doubtlessly a unique conclusion.

To be or to not be an agent, appearing on behalf of staff?

Copilots, like Github’s, full their people’ sentences in code, an AI pair programmer. Copilots have confirmed to extend productiveness by 50-75% in response to information factors from Microsoft & ServiceNow.

Devin AI, the world’s first AI software program engineer aka agent, authors software program instead of a human.

We don’t but understand how productive brokers shall be, but when Devin is any indication, the productiveness features might mirror that of robots in manufacturing.

A 2020 MIT research discovered 1 robotic in a producing facility changed 3.3 staff. As an alternative of a 50% enchancment, these robots have been 2.3x extra productive. Robots can work 24h in distinction to a human’s shift of 8 hours, which will increase productiveness 2.0x merely by way of longer shifts.1

Can a startup seize extra worth promoting a copilot with 50% efficiency enchancment or an agent with a 230% efficiency enchancment?

It hinges on a key improvement in GTM – the topic of tomorrow’s put up.


1I’m ignoring upkeep & downtime on this naive calculation.

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