Aaron Levie and Steven Sinofsky on the AI-Worker Future

25 Aug 2025 · 56 min

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a16z Podcast Episode Notes: Aaron Levie and Steven Sinofsky on the AI-Worker Future

Episode Overview In this episode of the a16z Podcast, hosts Erik Torenberg and Martin Casado engage with Aaron Levie (CEO of Box) and Steven Sinofsky (a16z board partner and former Microsoft executive) to explore the implications of AI agents on the future of work. The discussion covers various definitions of AI agents, their evolution, technical challenges, and potential impacts on productivity and enterprise software.

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Key Topics Discussed

  1. Defining AI Agents
  2. Evolution of Agency:
  3. Transition from simple background tasks (akin to Linux's ampersand) to complex autonomous systems that execute tasks with minimal human intervention.
  4. Discussion on how agency is measured by the extent of work done autonomously and the ability to self-reflect and refine outputs.
  1. Current State of AI Agents
  2. Network of Specialized Agents:
  3. Modern AI agents are less about singular, all-encompassing AGI and more focused on specialized tasks.
  4. Importance of subdivision of tasks to maintain efficiency without losing context.
  1. Human-AI Collaboration
  2. Augmented Productivity:
  3. AI agents are seen as tools to enhance human capabilities rather than replace them.
  4. Emphasis on the importance of human expertise in guiding AI outputs and generating value.
  1. Challenges in AI Development
  2. Technical Limitations:
  3. Issues with long-running agents, feedback loops, and recursive self-improvement.
  4. The phenomenon of “hallucinations” where AI generates incorrect or nonsensical outputs, stressing the need for human verification.
  1. Impact on Workflows and Roles
  2. Changing Work Patterns:
  3. AI agents could reshape traditional workflows, allowing for parallel task completion and a rethinking of role specialization in various industries.
  4. The emergence of new roles focused on AI productivity management within enterprises.
  1. Predictions for the Future
  2. Platform Shifts:
  3. Historical parallels drawn from the rise of PCs and the internet, suggesting that AI will similarly lead to significant shifts in how industries operate.
  4. Potential for a greater number of specialized roles as businesses adapt to AI technologies.
  1. Economic Implications
  2. Job Creation vs. Job Displacement:
  3. Discussion on how AI could lead to both specialization in existing roles and the creation of entirely new job categories.
  4. Exploration of the evolving landscape in various sectors, including healthcare and enterprise software.

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Key Takeaways

  • AI agents are evolving towards specialization, improving productivity by taking over specific tasks while relying on human oversight for context and direction.
  • The current AI landscape is witnessing a shift from generalized AGI concepts to a more fragmented approach of many agents focusing on specialized tasks.
  • Workflows are likely to change significantly, with professionals needing to adapt to working alongside AI agents in increasingly collaborative roles.
  • The future will see more defined roles in AI management and productivity enhancement, likely leading to job creation in unexpected areas.

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Closing Thoughts The conversation emphasizes the need to think critically about the implications of AI agents on work, productivity, and economic structures. The idea that AI can both enhance human capabilities and create new job opportunities underscores the transformative potential of AI technologies in the workplace.

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Additional Resources

  • Find Aaron Levie: [X](https://x.com/levie)
  • Find Martin Casado: [X](https://x.com/martin_casado)
  • Find Steven Sinofsky: [X](https://x.com/stevesi)
  • a16z Resources: [a16z LinkedIn](https://www.linkedin.com/company/a16z), [a16z Twitter](https://twitter.com/a16z)

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Disclaimer: The content here is for informational purposes only and should not be taken as legal, business, tax, or investment advice.

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Transcript

Automatic transcript. May contain errors.

0:00We thought that we were looking at the form factor of AI, which you're talking back and forth is something. The real ultimate end state of AI and dust AI agents is these are autonomous things that run in the background on your behalf and executing real work for you. The more work that it's doing without you having to intervene, the more agent it gets becoming. Somehow it produces output that it feeds back into itself. It's literally just the ampersand in Linux, which is a background set. And it's like the worst assistant in the world. And agentification is just hiring a lot of these really bad interns.

0:36What exactly is an agent and how will agents change the way we work? To unpack this question, we brought together three people with deep but very different advantage points. Aaron Levy, co -founder and CEO of Box, Steven Sinovsky, former Microsoft exec in the A16Z board partner and Martín Cosado, Gerardo Partner here at A16Z. From the old school idea of agents as just background tasks, to today's vision of fully autonomous systems, we'll explore what this means for coding, enterprise workflows, and how whole industries might reorganize around agents. Let's get into it.

1:13I thought I'd start this wide ranging podcast by asking the very simple, very provocative question, what is an agent? Oh boy. To, ooh, Stephen. Okay, Stephen. Oh my go for it. So I actually have a very old person view of what an agent is, which is it's literally just the ampersand in Linux, which is it's a background sound. Okay. Because like you type something into 03 and it's like, Hey, I'm trying this out. Oh wait, I need a password. Can't do that. And it's like the worst assistant in the world. And really it's just because they need to entertain you while it's taking a long time to answer your problem.

1:49And so that's my old person view of what an age and identification is just hiring a lot of these really bad interns. They're getting better. They're getting better, but they still don't remember if I have a password to nature. Is it possible you guys just had bad interns in like the 80s and 90s? We had terrible interns. I have like a very high esteem for interns. But now a real answer. No, I mean, I think collectively we're seeing what these are becoming. So if you think about two years ago, the post -catchy -beteen moment, we thought that we were looking at the form factor of AI, which is you're talking back and forth or something, and I think to Steven's point, the real ultimate end state of AI and thus AI agents is these are autonomous things that run in the background on your behalf and executing real work for you.

2:34And you're ideally in an ideal world interacting with them, actually relatively little relative to the amount of value that they're creating. And so there's some kind of metric where the more work that it's doing without you having to intervene the more Agentic it's becoming and I think that's sort of the paradigm that we're seeing The only addition I'd have in addition to long running which I agree is that somehow it produces output that it feeds back into itself Mm -hmm as input which you can actually do long running inference like you can make a video that's really long running Right, it's just basically a single shot video and you just throw more competitive I think there's like tactical limitations if you start feeding the input back in because we're not quite sure how to contain that too.

3:12And so I think you can measure things based on how long of they run and you could also measure it by how many times it's actually taking its own purpose, which would be kind of more of an agency. Yeah, because I do think it's important that in this transition, look, we are what Aaron described as where we're going to be. It's just that what are the interesting steps that happen along the way? Because we are going to need for the time being, it to stop and say, am I heading in the right direction? Exactly, I like that. Because putting aside all the horror stories about taking action without consent, and using accounts, and data, or whatever, there is this thing where you just don't want to waste your time on the clock while it's churning away way off in the wrong direction.

3:52Yeah, so the question is to what extent do they have their own agency, which to me means they've spit something out and they've kind of consumed it back up again and it's still a sensible thing. which by the way, as you start thinking of these things in distribution, it's actually very difficult thing to do because it doesn't know if it's going to be spitting something out that's still in distribution when it brings it back in. They don't have that self -reflection. So I think there's actually a very kind of tactical question here to what extent we can make these things happen to pet an agency.

4:16But we can make them long run pretty easily. Yeah, yeah, we're going to belong run. The long run is... The long run is... Yeah, I mean, I think the interesting thing is how the ecosystem is sort of solving or mitigating, then the issues, like you're seeing sort of this logical division of the agents. So they might be long running, but they're not actually trying to do everything. And so the more that you subdivide the tasks out, then actually the more that they can go pretty far on a single task without getting kind of totally lost on what they're working on. Well, Unix is going to prove to be right, which is like you're going to want to break things up into much smaller granularity and tools.

4:51And I think to other points that you've made on X, like you're gonna wanna divide things up so that it's like an expert in this thing. Yeah. And then it might be a different, let's just say, body of code where you go and ask, you know, are you good at this thing? I'll be get your answer on this part of the problem. Yeah, it's kind of interesting. I don't know how much you've plotted this, but like the conversation on AGI has sort of evolved, very clearly in the past like six months. And I think that the consensus was, maybe not even consensus. What some of the view was, let's say two years ago, was is this sort of monolithic system that's just super intelligent and it solves all things.

5:26And now if you kind of fast forward to today and let's say whatever we agree kind of state of the art is, it's sort of looking like that's probably not going to work for a variety of reasons, at least in today's architecture. So then what do you have is maybe a system of many agents and those agents have to become very, very deep experts in a particular set of tasks and then somehow you're orchestrating those agents together. And then now you have two different types of problems. one has to go deep, the other has to be really good at orchestration. And that maybe is how you end up solving some of these issues over the long run.

5:54I just think it's very difficult to think cleanly about this. Like I've still yet to see a system where they perform very well and you don't draw a circle that doesn't have a human being in it somewhere. Oh yeah. And so when it stands like the G, like often seems to be coming from like the general seems to get it. So like I just listen, these things are tremendously good at increasing productivity of humans. At some point maybe they'll increase productivity without humans, but until then it's just very hard for me to actually talk to you. Well, and it's so important for people to get past sort of the anthropomorphization of AI because that's what's holding everybody back.

6:25Like, AGI is about robot fantasy land, and that leads to all the nonsense about destroying jobs and global blood. And none of that is helpful because you have to then dig yourself out of that hole to just explain, wow, it's really, really good at writing a case study, right? Right. Which it writes a better case study than all all the people that work for it, but it doesn't know who to write it about. It doesn't know what necessarily you wanna emphasize. It doesn't know what the budget is, what's needed, how many words. But it also turns out like AGI just doesn't off a lot of work. Yeah. So for example, someone asked me recently and they say, well, are you worried that if we have AGI then you'll no longer be investing in software companies?

7:02I'm like, well, I mean, you're AGI. I'm still investing in software companies, right? And so like, just because your AGI says nothing about economic equilibrium or economic visibility, et cetera. So just the term AGI does basically infinite work for every kind of fear we have and maybe every hope that we have. And then when we tie it down to not only, it solves a class of problems, but the economics pencil out, yes or no, we can actually have a more sensible discussion. Which I actually, I think, is finally entering the discourse. I think we're actually talking a lot more sensibly now than we were a year ago.

7:33And so when people say things, or the AI 2027 paper, when they talk about sort of automated research or recursive self -improvement, Does that feel like fiction or fantasy or does it feel like or is it thinking that even with those things where you sort of nowhere near peak software and they would just be unlimited sort of demand? I think you got to go first for each question. I don't want to slide to. I mean, you're anchor us in reality and then and then we can deviate. Well, I like I think that first I am just not a fan right now of buying into anything by year because whatever year you want to buy into, in 2027, we're just going to be having a fight over what we met by the metrics.

8:11It just turns into like, okay, ours for industry, which is just like a ridiculous place to be. But I think that everything takes 10 years, but you can't predict anything in 10 years. So how do you even reconcile that? And I think that you just have to recognize that we're on an exponential curve. So no one's predictive powers work. And it's just going to keep happening. It's not going to plateau. It's not going to, you know, all of a sudden we're done. And that's what makes this a different kind of platform shift. If you just, you look at the progress, and that's the same that went through with storage, that went through with bandwidth, that went through with productivity on computing, on connectivity around the world.

8:49Like because it's exponential, you can't predict it. And it's just folly to sit around and try to predict. Now you could do science fiction. And you could say in the future, when we all have our personal AI with all this stuff and stuff. And then that's great, but then you say it's gonna happen in 2020, not you're an idiot. And so that sounds totally correct, right? Because basically three years ago, you would not have been able to conceive of a cloud code, or cursor or name your background agent writing code. So it's like, what is the point of having some date at which you're naming something?

9:18And so we've actually seen probably vastly more progress in the past just two years of actual apply AI than we would have thought. And yet, does it matter that one or two of the predictions didn't play out. No. So I think it's probably more interesting to think about like where is the technology from more of a classic Moore's Law standpoint? Like how much compute do we have? How much data are we working through? How powerful these models? Let me ask you like as semi -old. Well, I mean like nobody after AI collapsed and machine translation and machine vision failed. You couldn't find anybody who thought that those would become solved problems.

9:56Or after neural nets imploded and like literally you were teaching or expert sister or expert sister but you are teaching and if you tried to teach neural nets like the students would rebel because you were wasting everybody's time in 1999 like Hinton couldn't get funded trying to do neural nets. grad school was this three volume history of artificial intelligence thing neural nets was like eight pages. You know ironically I remember when ML was the cool thing and that was the old thing and Now, like, you know, ML is like the all -think -in -dirt and that's sort of the cool thing. Right, or MLP.

10:29And so the fact that, so we will return to all of these problems that couldn't be solved. Like even like this, everyone's favorite one, oh, it doesn't understand math. That's right. Like, okay, that is a solvable problem because math is solvable. Like there's just no one put the math layer in to understand what a number was and to, you know, hard code it and just build in an expert system for math, which is actually a well -understood thing. because we've had Maxima since like 1975. You know, I think it's important to like, maybe for us to describe how hard it is to predict anything, right? So let's take the cursive self -improvement.

11:02This is one of my favorite ones. So the theory of recursive self -improvement is you have a graph where you have a box which is the thing and then there's an arrow that goes back to the box which is improved. And then of course you look at that and you're like,

11:21okay, we're done, right? But like if you know anything about nonlinear control theory answering that question is one of the most difficult question that we know in all of technical sciences, right? Like does it converge? Does it diverge? Like does it asymptote? Right? So for example, you could recursively self -improve if you're doing basic search, but you asymptote. Right? And so like saying recursive self -improvement from like a deeply technical perspective says almost nothing. It says, but, but, but unfortunately, because we tend to anthropomorphize AI, we say recursive self -proven, all of a sudden we're like, and then it like overcomes energy boundaries and human intelligence.

11:59That's how it goes from being a taller to being like an eight -year -old. It's just because it's, it's because we're aggressively self -sensuals, right? And so I mean, the reality is like non -linear control systems, which are feedback loops that are adaptive, we don't even have the math for, for relatively simple system to understand what happens. you have to actually know the distributions that come out and go into them. And so these things are going to improve, they're going to continue to improve. Maybe they'll improve themselves, but just because they do improve themselves, I mean, they can continue to do it.

12:27And this is kind of part of this entire journey. We're learning about these systems. Again, the good news is I think we're talking a lot more sensibly now than we were a year ago. And hopefully that will continue. Oh, hopefully, hopefully the discourse can recursively self -improve. So we're just more sensible. Well, the good news is that's involving humans. So we don't actually have to learn. But I guess it. I mean, you must be seeing this even with customers. I mean, like take the conversation about hallucinations and things like that. How dramatically that's altered in just the past two years, say.

12:55Yeah. And on two dimensions, actually. So on one dimension, the problem of hallucinations has improved. So as the models get better, as our understanding of how do you, you know, whether it's rag or or whatever, even the problem of actually the efficacy of the context window has improved. So you have the technical improvements across the stack and equally, you have a cultural understanding to some degree within the enterprise as to like, okay, actually, these are non -deterministic systems are probabilistic. So you're starting to see almost a culture shift which is okay, you can actually implement AI in essentially more and more critical use cases because the employees that are using those systems understand that they do actually have to do the work to verify.

13:46And then the only question is, is what is that ratio of time it took to verify versus if I had done it myself and how much efficiency gained for whatever that workflow is? But we are, we're going from probably like two and a half years ago where there was, you know, this instant excitement as to, oh my God, this is going to be the greatest thing of all time, to a reality check within three to six months, because everybody's like hallucination is going to be the massive, you know, kind of problem to now a couple years later after that, which is like, okay, like we're seeing the hallucination rates shrink.

14:18We're seeing the quality of the outputs increase, and we understand that you do have to go and review the work that these AI agents are doing. And that takes on a different form depending on the use case. So in the form of coding, that means you just had to go review the code. And in the, uh, would you have to do anyway? You had to do it. People seem to be forgetting. You had to do anyway, but there was probably at least a little bit of like theory as to like what part you should go review with extra level of detail because you could do the person you're working with. But the most implicitly limits the value of AI, which people are uncomfortable with.

14:49Right. It just basically says it helps people that will know more than the AI does in this as it knows more than, you know, like it starts to actually kind of bisect the utility. Yeah, yeah, basically it's it's subrinsing, which is the experts are now becoming the the productivity of an expert is outpacing everything else, which is, which was this, I think we could have probably predicted it based on historical events, and I think you've got some good theories about how the skill, the type of skills that are, that kind of, the right user for these models, for the kind of use case. So we're seeing that, where the expert engineers are like, I don't mind that it's a slot machine where I'm pulling it and I see what comes out because I know I can still get 10x productivity.

15:27It gives me good idea. Yeah, and I get it good enough that it's worth that that productivity game. Whereas if you were like not an expert engineer and you do this flop machine, you probably would try and go and deploy, you know, all the ones that were also wrong. And you don't actually don't know which lever to pull. Right. Right. And the big thing is like literally knowing like what to ask for and what language to use. We'll get to a better. Well, that I think that this is just an incredibly important point that you're making. And it really gets to the heart of what it means to use a tool. Like, you know, you put me in front of like a 12 inch chop saw and say, they go fix the fence, really, really bad idea.

16:01I mean, I should go buy one. I could cruise the whole house on this. And I'm like, dang, man, I don't have it to wall. And I could buy it, but it's really not a particularly good idea. And I think that how these platforms shifts happen, and why there's so much excitement over coding, is that, well, the best way for a platform shift to take hold is it's the experts that are the closest you have to an expert in the new platform is who becomes the most enthusiastic and the biggest users overall. Like I've been practicing yoga over it the Cumberley Community Center in Palo Alto because the studio is closed free model.

16:40But what's neat is that was like the OG place for computer clubs. Like in the early 1990s and the late 80s, like if you ever wanted to meet the computer club and you would go and like this is like Halt and catch fire. And it's like a bunch of people with soldering irons and shit. And like, that's who, and you know, when it didn't work when something was broken, that wasn't like, oh man, these things are terrible. I'm like, that was like the whole meeting. Right. Well, it's like who could get like one of these new discrete graphics cards to actually work? And did you bug the driver? Does can anyone print?

17:13Is there anyone in this room who can print in this new thing called post script? And I think that's what's really happening right now. And so first it's obvious that should happen with development and coding first. Yeah. Because they're the most forgiving and the most understanding of like what's a bug, what's a thing that can never get fixed. And the thing to watch for is no one is saying that coding can't get fixed. Right. Like whatever it's degenerating that's bad for like a 2x coder rather than a 10x coder, no one is saying well that'll never be fixed. Right. And then the next This thing is going to happen is going to be what I think is just going to be like the creation of words, like the marketing document, the positioning document, all of this long form stuff where if you're really good at that job, you can, you know the right questions to ask, you know what looks good.

18:00And then you can, you get really domain -specific like on the next, you know, the next level is like, oh, I need to understand like a competitor, which then is using real information from the internet and real time, not just statistical. And then you're like, well, they already know what the competitor does. Like they're there. And then my favorite scenario is the one that just constantly just has these aha moments is attack this thing I just wrote. Yeah. I'm not interested in you getting adding M dashes and making it a little bit better. I just want to know what did I miss? You said one, I think recently on the last one about like, here's my earning statement.

18:34Yeah. The improvement for people that's the thing you already tell me that you need after the analyst. that now like attack it like an analyst. And there's like 6 ,000 hours per company of analyst questions. It knows what they're gonna, they only ask like three questions anyway. We'll expense line, you know? And I feel like this is the thing that. Do not watch this here in analysts. Yeah. And this is not any advice about being an analyst. Or anything. But this is what's really gonna happen with writing and then it's gonna happen with PowerPoint and slides and then it's gonna happen with video.

19:08And it's really important to call out, which is you're getting the consensus mean response. And so in the limit, it's offloading a lot of kind of busy work if you're a professional. Like if you're a professional, you actually know all of these things. You just don't have the time to go through all of it. And you may not remember it. So in a way, it's productivity helpful, but it's not solving some problems of where you know you are a particular expert in. And this is maybe why for those that are non -expert. It's a little bit more threatening because it can do that job. Yeah. Well, maybe to bridge view and probably throw in a different tangent.

19:44So Steven, you're asking, where is the enterprise now? So that was the coding piece. I think what you're seeing this is kind of clear understanding, which is okay. What I'm going to get out will be correlated to what I put in. So, how precise I put the prompt. I think prompting doesn't go away anytime soon, simply because the leverage you get on the set of instructions you're gonna give the AI at the start, it's still gonna be massive. So we see, what would, the prompting went away, what would you end up with? Well, I mean, two years ago, I think that like people were like, like you'll just tell the AGI what you want to produce.

20:18Oh, I just, I'm gonna get my, there's just one prompt, like you unbox it and you say, go do some, my agent is an offer engineer. Right, no, literally that was like, that was like an open to me. And it was like, no, you're probably missing the fact that what is in my head is gonna be unbelievably germane to the thing that I'm trying to produce. and I have to somehow give you that context. There's no world where you have that context without me telling it to you. And now you're seeing it. You're seeing these incredibly unhinged prompts which are pages long. And the output you're getting from that is actually way better than if you didn't give it that context.

20:49So I think there's a clear understanding of that side on the enterprise use cases and then a clear understanding that you've got to go and review it. And then on this point about, well, you know, what is... I just have to... We forget that formal language just came out of natural language. just for a reason. We didn't start with formal eggs. It's much easier to speak in English. It's the opposite. It's like we have this natural language. It's very tough to convey the information that I want to. You and I are both experts. We understand the solution space, so let's communicate more efficiently.

21:19So to think that this somehow wouldn't happen. And that's what jargon is. Of course, jargon is just a formalized way that people who have domain expertise talk to each other. That's exactly right. So the thing that is kind of the most It felt like fun to kind of think about right now at least is, and maybe you give us a little history lesson on this in kind of interesting parallels. So when does the style of work change because of the tool versus the tool sort of adapted to the style of work? And so what I'm starting, we're like only in day one of this, but what I'm starting to see kind of some patterns emerge, which is we thought agents would go and learn how we work and then automate that.

22:00And so basically agents conform to how we work. The question is when is the moment when we conform to how agents are best used? And you're seeing this in a couple areas. So you're seeing this in engineering to start with, which is like people are saying, okay, I'm going to have agents and then sub agents for parts of the code base. And then I'm going to give them kind of read me files of the agents read. And then I'm going to actually optimize my code base for the agent as opposed to the other way around. In other forms of knowledge work. So within how we use box with our AI product, like you're starting to see people like basically tell the agent, like it's complete job, and the workflow is now starting to be almost like, the agent is almost dictating the workflow in the future as opposed to it's just mapping to the existing workflow.

22:42So I don't know what the history is on this of like, when does the work pattern itself shift because of what the technology is capable of? But I think probably where this goes has to be some version of that, which is, which is, it's not gonna just be that agent's just plop into how we currently do our work, and then just automate everything. I do think you start to change what the work is itself and then agents actually go in and accelerate that. Well, as important as that is, it's actually more important. Like, because what happens is, there's to reuse the word in a different, this anthropomorphization of work, what happens in is that the first tools actually anthropomorphize the work.

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23:24And so, like, if you go back, this is every single evolution of computing. I mean, how long did it take for Steve Jobs to get rid of the number buttons on a smartphone? They still had number buttons, or you look at cars and until Elon got rid of all the controls, everybody kept all of the controls. I don't want to get in that fight. But what happened with every technology shift is, if you were to look at what accounting software looked like in the 60s before IBM said, stop, we all use double entry, but we need to have people skilled and how computers can do the accounting, not how people can, because we're never going to figure out how to close the books.

24:03If we have to automate this whole room of people's green ice shades that have a manual process based on how far apart the desks were. And everything that happened with the rise of PCs and personal productivity started off. And I always use this example because I've watched it happen like five times now, which which is the first PCs that did word processing, the biggest request was how do I fill in like expense reports? And so this whole world grew up of tractor fed paper that was pre -printed with the expense report. And so then software, we wrote all of this code like are you using an Avery 2942 expense report?

24:42Or is it a New England business systems A397? and then you had these adjustments in the print dialogue, like 0 .208 inches, and you moved little things, and then you would print out eight dinner, $22, and that was all you printed. And then someone said, you know, we could use the computer to actually print the whole thing. And then fast forward and finally concur, said, you know, why just take a picture? Why not just take a picture of the receipt, and then we could do all of it? And so then the whole thing gets inverted and every single business process ended up being like that. And then there are things that really, really do change the tools.

25:23When email came along, you know, it used to be to prepare an agenda for a meeting. Somebody would open up word and type in all the things and then print it out and everybody was shocked the meeting with this very well format. And now, and then email came out. And that whole use case for word just evaporated. And then an email agenda became no formatting, nothing, just like, here are the eight things we're going to talk about. And you show up and everybody's like, did you get the agenda? It was interesting about the AI one. It's kind of, it's like, we're seeing the same thing, but vis -a -vis AI.

25:55So nobody really predicted the generative stuff. And we've had AI for a very long time. So we had chat bots, we've had, you know, and so you have these kind of like AI shape holes in the enterprise for a long time. And a lot of the mistakes that we see today as people are taking the generative stuff of trying to kind of cram it into the old models. We're like really a new behavior that's emerging. That's very much more. And like it used to be you'd centrally sell, you know, AI to some platform team. And then they would kind of try to get the NLP thing to work or the voice to work for like talking to people on the phone for support.

26:25And it was this kind of very central. A lot of the adoptive we see is like my two are individual for example. And so I just think that there is a bit of a mixed message we're seeing now that it's getting ironed out too. Well, and so I think the question is, Yeah, are we in the phase where we're trying to graph the agents and work in basically the what we've been doing for 30, 40 years of software? And is this going to be actually like the first real step function shift we've seen in what the workflow itself should look like? Oh, we are. I mean, if you remember, people like I tried to jam the internet into office.

26:58Right. And it was fun to watch. But you were not watching it. But everybody around was trying to jam the internet into their product because that's the only way you could envision it. And it didn't really, like, you were like, well, where else would the internet go? Like there's no word processor on the internet. Like there's no spreadsheet on the internet. And then other people would be like, well, let me just try to implement Excel using these seven HTML tags with no script. That turned out to not be a really good idea. Yeah, either the best was like, let's do PowerPoint. Well, how do you do it?

27:33You give them five edit controls, tell them they're bullet points, and then we'll generate a gift on the back end and send it back to you as the slide. Yeah. Okay, that, that, that wasn't, and so there was that whole, like that. I think actually maybe the main point is just the durability of office and transcends all. It does, all this roughness. I like to think it pretty much rises above everything. Yeah, exactly. But the thing is, is that that's where we are now. Yeah. Is everybody, and you know, like do you, but do you think, no, I mean, just to take a little bit. So do you think this is similar to the internet?

28:01And that is a consumption layer change. So that was viewed the internet very much a consumption layer change. Like I go to, you know, instead of going to my computer, I go to the internet. But otherwise things kind of are the same where, hey, I just got this weird quirk, which for the first time I can recall, programs are abdicating logic to a third party. Like we've always abdicated resources. Yeah. Like so we'd be like, okay, I'll use your disks or whatever, but like I'm writing the logic. But this time it feels like we're changing the consumption layer. So like, you know, when my son, you know, talks to an AI character and, you know, he's not going to Wells Fargo.

28:34He's going to an AI character. And so like that's changing kind of how we're interacting to computer. But also these programs are no longer kind of written by a human in the same way. So I feel like the change is maybe a bit more sophisticated. Oh, I think, but this is the, this is why it's a platform shift, right? Not just an application shift. like where each platform shift changes the abstraction layer with which you interact with computing. But what that also does is it changes what you write the programs to. Do you remember ever abdicating logic? Oh, here's an example of how disruptive this can be.

29:11The first word processors in the DOS era, the character mode era, they all implemented their own print drivers and clipboard. So if you were Lotus and you wanted to put a chart into a memo, you couldn't, because you didn't have a word, you didn't sell a word process. So you actually made a separate program to make something that the leading word process are consumed. And if you were perfect, your ads said we support 1700 printers. And you won reviews because you had 1700 and Microsoft had 1200. And so then along come, that's a great one. And this Windows comes along. And if you were trying to enter the word processing business, step one, I need to hire a team of 17 people to build device drivers for Epson and Okidata and Canon printers because you can't get them anywhere.

29:58Microsoft came along and for Windows built print drivers and a clipboard and all of a sudden and also Macintosh did it. All of a sudden, there was a way that two applications that had no a priori knowledge of each other. But of course, if you were perfect or lotus, that's a disc you got creamed by that because your ability to control your array. And so, and what happened was a bunch of developers were like, wow, this is cool. Because now I'm just by my, when we did C++ for Windows, like we were like, where the demo, in fact, at that Coverly Community Center, I would go and I would show brand new Windows programmers in 1990, like, hey, you don't have to write print drivers and use the clipboard.

30:39And like literally standing ovation of, you know, 10 people at the And but but they were like more than happy. Yeah. To let data interchange between products. Because they were like, that's nothing but opportunity. Can we get you like they probably from an emotional standpoint felt exactly the same way as like a vibe code or does today, which is like, you've just given me the platform that it was just a print driver. The writing code for Windows book was like this big, but the writing a device driver for an Epson printer was this big writing it for a Canon printer was this big. And so I'm just actually trying to think of like the paradigm shift is the same, which is there's been many times where we've reduced the amount of work a developer takes.

31:20But I just don't remember ever where the program is at its logic. Like so for example, SDN didn't not logic. Like I would always say what is correct and what's not correct. Right. I think you're undersold it though. No, this is the thing. By the way, everybody, Martin invented and worked on. That's the, but it's a big deal. Maybe I should post more of your pitch at the time if you want to. No, I'm putting it this way. Well, no, I, let me, like logic specifically, which is I am writing an app. My app is whatever, some vertical SaaS app for a certain customer base. The answer the app gives is based on logic that I've written historically, right?

31:59Like if I run it on the cloud, the cloud is not producing an answer. is providing resources. If I'm using your device driver, it's providing access to a device resources. But if I'm like, hey, large model, tell me the answer here. You're actually abdicating application. I think maybe you're right. Maybe this. No, I just think I think what you're you're you're almost playing like incumbent in in the sense of trying to no, trying to like decide this is abdicating the logic and this isn't. When in fact, like it really was like a huge competitive advantage for word perfect. And they didn't want to give it up.

32:35And they fought. Yes. And the number of people who didn't want to do like great clip. And the next example, of course, is the browser where people literally gave up like you in a in Windows or in Mac, you could rasterize anything you wanted. You wanted a button that you pushed and it spun and animated like a rainbow. You could do that in your product. But then the web came along. and you're like, wow, I have to use a gray button that says submit. And that was like, I guess I used a bunch of third party things. Well, it took a long time for those to show up. And so early in the internet, the magazines in particular, and the printed media were the ones who absolutely wouldn't go to the internet because they would not give up their ability to format.

33:17And this is another part about the tooling and what's going to happen with AI is that that like a huge amount of the productivity software space today is like the preparation of output. Like office is basically a format debugger. Like all it is is like 7 ,000 commands for how to do kerning and bold and italic. And like it turns out AI not only doesn't care. You could ask it to make whatever you want. Like you could just say I'd like this to be a double index part chart thing. That's not the thing I just, but you can do that and it will just figure out something that looks like that and you'll go, ooh, cool.

33:53And this was where to this disempowering and experts and who's not an expert, when productivity software rose, the big thing about it was that there were people who figured out how to like make like killer charts. Like Ben and the Evans, like killer chart guy. And there were people who were like, every meeting started with, how did you make that chart? Like I could be at an airplane and somebody would be like, making a shit chart. I was so interesting. So like, in this case, the abdication is like, actually what's the way to to visually represent the data? Which is absolutely nothing. Right. And it turns out well, because like 90 % of the people never really got to be expert at doing that task even though 90 % of the tool is about like to even so what happens each But the programmer didn't have to get the logic in this case.

34:33This is the user But you know, what's the user? What's the programmer in that and and in fact what the programmer was doing was like Like we would invent the thing called wizards or whatever You know, and that would make a whole bunch of choices for you style sheets or whatever And so in a sense we were making a bunch of choices for the user which to the experts look like disempowering the experts who were tweaking all and so This is all like this There's some Steve Jobs quote that he loves about show but how or how if you've seen the the conjurer And continue to have seen the conjurer. It's not a trick anymore And I really feel like this is like the third or fourth time that this has happened just in my lifetime watching this Well, so something that's really caught my attention because it's the most senior people I know Is that a lot of very senior developers are spending up a lot of background agents like code agents and they're interfacing it like to get hub PR level, right?

35:25and so It's not obvious to me why you do a bunch as opposed to one and it's not obvious to me Well, you wouldn't interact directly so it feels like something's going on here But I'm not quite sure what and I would love your thoughts. Well the my read on it And then the quite I guess I would kind of sort of throw out like what then happens next as a result of this. Because to me, it's actually a little bit of an epiphany on what the future work design could look like in this world. Because engineers back to the prior conversation are just the first to experience this. But I think what my read from talking to kind of similar folks that are like all in on this is, is this mix of basically the effectively the context rot problem, which is, you know, the more that we put in the context window, the more it gets confused, the lossier the answers get.

36:13And so you have to have some kind of a way to partition what an agent should work on. And we see this in building agents internally, which is, you know, the panacea that I think we maybe would have hoped for is like, well, you just put a million tokens into the context window and then obviously, you know, oh, so you're seeing this is almost like a counter trend to the AGI is almost like the opposite. It's the opposite, but it's, it's, It only works because the models are so good. Yeah, but you're giving more things, more specific tasks, rather than one thing less specific task. Right, and so that's like, so, but like, I think this is why it's happening.

36:43So basically, the craziest version of this is I was talking to somebody who is in startup land and they have, they have to your point, they have all these sub agents. But what's amazing is that it maps one to one to each microservice in their code base. And so they have an agent per microservice. They've effectively a read me for the agent And that agent owns the microservice. And they, I don't know the specific number, but let's just say you could have dozens or hundreds of these things going on. And you're effectively mitigating this issue, which is if you just said, here's my entire code base, go run wild to one agent, it will just produce worse and worse code over time because it's gonna have context rot.

37:23It's not gonna know exactly what you're trying to do in that one area of the microservice, but the sub agent model seems to be working for that paradigm. I love this calendar pattern. Yeah. Everybody's like, they're gonna, like, you know, models will get, you know, smarter and you'll give them higher level tasks and they'll do things longer. Yes. This is a counter one. I want to tweet that, but you have more Twitter followers. Oh, we can, we can collectively do it. We'll do it. But then, so then the question is, okay, so let's just assume this works in engineering. You have this interesting dynamic, which is, well, then that means that like, some of the coding practices will be pretty different in the future.

37:54We've talked about this idea of, you know, the individual engineer becomes the manager of agent, So that was already kind of, I think, a well -undercised path. This is like a supercharger of that concept. And then the question is, how does that translate to almost every form of work? Because if I am now the lawyer and working on cases, and I can have 20 sub -agents that all do a different case, and then basically come back in some kind of task queue that I'm going through, like obviously, one, just the sheer leverage now you get is going to be insane. but I do think the way that you might even organize the work and what the workflows within an organization are inevitably going to change as a result of that.

38:37Oh, but I think this just gets to essentially that the flow in the workflow has been serialized or linearized based sometimes on knowledge, but other times on tooling. And so what happens when the tooling changes is you just get this realignment of what's truly serial and what's not. Like if you're, if you're planning an event for a company, which is still going to keep happening, you know, like, oh, I have to book the venue. I have to invite all these people. We have to create all these materials. Well, they're actually not particularly gated on each other. Right. But if you have an events person, they're gated.

39:16Right. And so now an events person can start spinning up all of these, these different elements. And then they're going to come back like, I've gotten as far as I can on collateral until I get a logo for this event. Like, I've gotten as far as I can on invites until I get the date and the time and the venue. And I think there's no reason why you can't spin of all those in parallel because, of course, how does that happen today? Well, if you're accompanying a new box and you've done, this is your 58th event, you know, you have a folder called event. And people take the folder and go event 59. And they make a copy of it and all the stuff in it.

39:52And well, if you think about that workflow, that's exactly what a series of different backgrounds has where agents could go do. And so I think the reason that you could be doing all that in coding is, well, there was a natural way to break that up because there's a bunch of programs. But there's the other side, but there's also a bit of an indictment on the ability of you to give it a high level. You know, it kind of suggests that the human being needs to be, you know, giving the more granular orders. Otherwise, to start a company, you'd issue one prompt, you'd go to the beach for six months and you'd be right back and you'd have a full company.

40:27Which is this almost re -anthropomorphizing effect, which is it turns out we did figure out division of labor. We figured it out in the context of a lot of physical analog limits that we clearly had that agents won't have. But we now, there's no total free lunch, so you have of this context -wrought issue, which is that you do actually have to subdivide the tasks at some point. Then the question is, what are the right... I mean, it may not be a context -wrought issue. The Occamal's razor here is you need to give them specific instructions for specific tasks. And if you give them higher level instructions, it's going to end up in context.

41:07They just don't know what you want. And this gets to the formal language part. Like at some point, if you try to use the Uber frontier to get the whole thing done, you have to tell it the whole thing. Yeah, exactly. And that just seems like a lot of work, whereas if you have to tell it less because the part of the model you're using knows more, it's basically a different way of thinking about templates or a different way of thinking about starting artifacts or scoping the context in a generic world. Well, but then there's this, I mean, it might though be the right architecture in general. If you assume that there's never going to get to a point where the model is just 100 % and perfect, right?

41:47And so it might also be the right kind of architecture design because at some point you're gonna have, you don't want an agent or a set of agents to go so far down a path when there was a step that it needed to check in with you. Right. Because there's just a compounding effect of that. So you do need to kind of subdivide the work also because if you do have gating, you know, moments that are gonna have a bunch of dependencies, the agent does need to know like at what point should I roll that back up to the user? Yeah, against the common narrative, now that I think about it, it seems that the trend is, is prompts are getting more complex, not less, and we're seeing more agents not less doing more narrow tasks, which is almost as kind of counter -age -y narrative.

42:29It's almost like these are much more specialized and much more deep, with much more specific instructions. And there's like a sort of a history of this, this, wow, maybe we can actually solve it if we're specialized a little more. Or if you take expert systems, at first they thought expert systems would just be experts and they would just, no, and then like, by the time you got to the actual published research, like it's tampered, it was like, this is an expert system in deciding on what type of infectious disease you had. You're like, I'm just gonna have one of these seven. No, no, no, no, there was a paper, it was like there's just one digestive disorder that actually is a medical type.

43:02I do want to, though, because you wouldn't want, like there is one big difference, which is somehow the model itself is packing in the inherent intelligence or capability to solve all of these. Like, like, like, we are benefiting from the fact that at least you can build these all on cloud four and GPG five. That all on a computer. Show, like, demonstrate this one with an old person example on this one, which was, like, early in the PC era, there were worse processors and spreadsheets and graphics and databases. And a lot of people were like, why are there these four programs? There should only be one program.

43:41And my answer to that, like, which often involved screaming, was, have you been to an office supply store? Because if you go to an office supply store, there's like paper with numbers, and then there's blank rectangles of paper, and then there's transparency paper for people. And like, this has been around a really long time. There's some reason that these are difficult. There's a human context for two minutes. How many minutes did it take you for you to know Google Wave wasn't going to work. Zero. Okay. Okay. It was the answer. No, it was the answer. Okay. Okay. No, I mean, and, and, but this was the thing.

44:12There was a product, ancient Mac product that was lauded by the industry called Claris Works, which was like, oh, it does, you could have a spreadsheet inside a war processor. And my first reaction is, have you seen a person use a spreadsheet? Because their monitor can't be big enough. So they just want as many cells as you could possibly have. And you're sitting there saying it has to fit on an 8 .5x11 sheet of paper on a Mac. And I think that one of the things that happens is that these lenses that humans bring to specialization like really, really matter. And if you think about the medical profession and you think about going from a GP to the radiologist to a specialist to a nurse practitioner through the whole series, they're each gonna look at and use AI in a different way.

44:55So then the only thing would be, okay, So that was that level of specialization and division of labor emerged over a hundred -year period with you know alongside tools and but but also with driven by a lot of the physical constraints and realities of how organizations emerged. So the only question would be in a post -agent world in 10 years from now through those divisions of labor look exactly the same or do those shift also because the agents collapse you know some of the functions and is there some blurring and then And then there's just a new set of roles. Clearly there's a role in a bunch of organizations emerging, which is like, no, I'm just like, my role is like, I'm the AI productivity person.

45:35And I just have a way of creating all new forms of productivity in the organization with AI. So clearly, we have a bunch of new roles, but is our current division of labor going to also collapse in some interesting ways because of AI? Well, I think that if you actually stick with the medical example, we're just going to wake up and there's going to be way more people with way more specialties. And AI will have created more jobs. And in the interim, the AI causes more specialization over time. Absolutely. Because everyone's going to be way better and more knowledge will amount. And I think this is a thing that has really happened with computing that people forget.

46:12Like, there used to just be this morass of marketing and R &D. And all of a sudden, there used to just be coding. and then there was coding and testing and design and product management and program management and usability and research and all of these specialties and all of those had their own tools. Go to a construction site. I remember growing up, our neighbors built a house. We lived in a department and they built a house and there was Klem, the carpenter. And you built a house with a guy named Klem who used all the tools and everything. And now, like you build a house and it's like this 20 person list of subcontractors, all who have whole companies that do nothing but like put in pavers, you know, and that's what it's gonna be.

46:52I mean, there's been a long disaggregation in the history of IT, right? Like everything in the same sheet, metal, then you know, disaggregate the OS in the hardware, then you disaggregate the apps. Right. And then it was kind of interesting. Like in the last 15 years, we saw the app and like independent functions got disaggregated, right? It's like almost everything became like, like an API would become a company, right? You know, with the Twelios, like, auth became a company, like PubSub became a company, et cetera. And so it may very well be the case that every agent becomes like a whole new vertical and a whole new specialization.

47:26And then you can actually build a company around it. Like it may be the case that today, just like with APIs, one company will have a whole bunch of agents. And maybe the case in the future that a third party will provide that agent as an independent company. Well, it's so it's the opportunity to your point is really there for that. Yeah. Because like there used to be like the the impedance to creating a company and distributing. No, exactly. It was infinite. And so, you know, if you used to be ridiculous to think that a single API like Auth could become a company, but then, you know, of course, it would be.

47:56Or it used to be ridiculous to think you could build a whole company out of signing documents. Right. And like that, not just a whole company, but then all of a sudden you realize, wow, the addressable market for that is huge. And it's way bigger than signing because of all the stuff that got done that was just right surrounding baked into a company causing headcount and waste and a bun and fraud and abuse. Well, I think you can kind of underrate thousands of of these companies emerging. So Jared Freeman had a tweet about basically like go deep on a workflow. You know, basically do the job of some part of the economy, payroll specialist, and then build an agent for that.

48:36And it's not obvious that there's not literally like a thousand of those. So by every vertical and every line of department. I just love this because this is like literally the anti -AGH. Basically following like the long arc of computer science, where as the market grows the level the granularity can create a company. Well, it's also economic growth. Like take that example. Exactly. Like today, just like Salesforce, which is always my favorite example. Like the idea of having a productive Salesforce used to just be a consultancy. And the only way you could ever fix it was hiring a consultancy to show up and analyze it every day and then do a report that says, this is how you need to re -organ it usually meant go the opposite of whatever you have.

49:11And then they would leave. And then, you know, people tried, but there was no cloud. So to build like CRM, you had to do all that consulting work and then roll it out. And then it was static and you couldn't maintain it. And then all of a sudden there's like, oh, here's Mark Benioff and here's a whole way to do all this. And not only did the people actually like it. And they think they're better at selling, selling because they're using their phone and they're putting in a few notes about this client which helps everybody. and I think that's what's really going to happen with all this. And so suddenly, something that looks really, really small becomes like a whole thing because there's no problem with distribution, there's no problem with customization, you know, we'll actually have ways to solve security and privacy and just like we solve reliability and things like that.

49:58And I think it's just, I mean, look, you know, the stuff that your world expert in in the stack of internet technology, of networking technologies. I mean, you would have asked me 15 years ago was CDNB companies. I never would have, I'm like, I don't even make any sense. Like, how could you have a company that's a cash? Yeah. I think people are probably way too afraid of the model providers kind of eating them. And I think it was, I think it was basically a phenomenon in the first wave, which was if you were just doing like basic, like, like, if you had figured out that you could do something on GPT, you know, two and three, where It was a text interface that produced more text.

50:35Like, yes, Chatsbyt8U. Like, that clearly happened. Yeah. But basically since then, most enterprises want kind of applied use cases for AI and AI agents. And so it's not obvious that the current crop of companies, if you're doing AI for healthcare, if you're doing AI for life sciences, if you're doing AI for financial services, if you're doing AI for coding at the right parts of the stack, AI for coding maybe the one astric area, which will be hyper competitive, of Cyblic because the model companies don't want to use somebody else's product to build their own models. And so that kind of almost forces them to get really good at AI for coding.

51:09But with that as the one kind of exception, I think basically we're just in a five year period right now where you're gonna have to build agents for every vertical, every domain. And there's a playbook that's starting to merge of what that needs to look like. I mean, so I think there was kind of a technical headsafe that happened early on, which was pre -training. So the pre -training really was a 10 out of 10 technical innovation. I can't tell you like two years ago if somebody was like I had a friend that was building them like their own aging model, push training, aging model like we're going to make it so good at aging.

51:40You know this is a text to image model and they wanted to make it so like old people looked really good at it. And then of course the next version of like miniature, when it comes out and it does a better job of it. And the thing with pre -training was you're just kind of consuming all of the world's existing data, you're training all of that energy and it perfectly generalized, right? But it feels like technically that's passed. And now we're more in post -training in RL. This is a lot more domain -specific. And so, well, in the moment that you have access to some set of data that is only - Exactly.

52:09Just for that enterprise. And so who gets permission to access that data? Who gets permission to do the workflow on it? It's going to be applied companies. Yeah, so yeah, if we had an infinite number of tokens, then the models would just continue to generalize. But it's pretty clear that that's not happening. And so now we're going into, which we all understand very well, which is now companies have to choose which domains to go into. And they've got to solve the long tail problems there. I get access to the data etc. And I also think that there's that the shadow having been the shadow, the shadow cast by large companies over, we're going to put you out of business and stop you.

52:40It's ridiculous. And it has never in any technology way, have lived up to the fear that people had, look, if you built a new word processor in 1995, you were an idiot. Like that was not the thing to go build. Yeah. But there was a time just 10 years earlier where companies built standalone spell checkers. It was just the thing you went to the store and you bought a spell checker. It had more words than the other spell checker. The thing is that's not being said now, which we should do a whole one on is, what is the actual platform? This is because it's all well and good to say that the large models will go and subsume every application.

53:23The thing is the minute they start doing that, no one will be in their platform. Because like, no developer is gonna sit around and say, if you're gonna subsune me, then, and this is, there's a phrase that it's Sherlocking and the Mac and the Apple World. Yeah. To this thing. And so it does, it has a real chilling effect. And that's one of the things all the model people are gonna learn very, very quickly. There's a chilling effect, but there's also just, I think there really is just a problem of like, it's hard to go deep in 50 categories. Like you just can't, Montelo preacher, I think everybody's scared because pre -cending was actually the one thing that was good at that.

53:53And then now they have to actually, too. Yeah, I agree. You do have to, like, at some point it becomes purely just an execution issue, which is like, I don't know how anybody would set up a company to be able to beat 50 startups across 50 different domains. No, it's ridiculous. And in fact, like, it's only good. Because what happens is, is that the big company raises, the big company raises the awareness of all category. And then you just swoop in and you go, So to them, I'm just a feature. But to you, this is my whole life. And I always come back, there's a whole company that just signs things.

54:31I cannot believe there's a whole company that just signs things. I have so much to say about this topic. I mean, even minimally, if you graph the cost to produce, so willingness to pay for an inference versus the cost to serve it. Something like for most companies for most bases 20 % of the emphasis are 80 % of the cost like actually the problem of the application is just to choose those ones on which tend to be a more domain specific Yeah, this is a problem of inviting the three of us on Okay, which is like we just open up like the next Just getting us to shut up in the track Guys, thank you so much for coming on this fantastic Thanks for listening to the a16z podcast if you enjoyed the episode Let us know by leaving a review at ratethispodcast .com slash a16z.

55:20We've got more great conversations coming your way. See you next time. As a reminder, the content here is for informational purposes only. Should not be taken as legal business, tax, or investment advice, or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any a16z fund. Please note that a16z and its affiliates may also maintain investments in the company's discussed in this podcast. For more details, including a link to our investments, please see a16z .com forward slash disclosures.

From the publisher

What exactly is an AI agent, and how will agents change the way we work?

In this episode, a16z general partners Erik Torenberg and Martin Casado sit down with Aaron Levie (CEO, Box) and Steven Sinofsky (a16z board partner; former Microsoft exec) to unpack one of the hottest debates in AI right now.

They cover:

  • Competing definitions of an “agent,” from background tasks to autonomous interns
  • Why today’s agents look less like a single AGI and more like networks of specialized sub-agents
  • The technical challenges of long-running, self-improving systems
  • How agent-driven workflows could reshape coding, productivity, and enterprise software
  • What history — from the early PC era to the rise of the internet — tells us about platform shifts like this one

The conversation moves from deep technical questions to big-picture implications for founders, enterprises, and the future of work.

 

Timecodes: 

0:00 Introduction: The Evolution of AI Agents

0:36 Defining Agency and Autonomy

1:54 Long-Running Agents and Feedback Loops

4:49 Specialization and Task Division in AI

6:20 Human-AI Collaboration and Productivity

6:59 Anthropomorphizing AI and Economic Impact

9:10 Predictions, Progress, and Platform Shifts

11:31 Recursive Self-Improvement and Technical Challenges

13:20 Hallucinations, Verification, and Expert Productivity

16:20 The Role of Experts and Tool Adoption

22:14 Changing Workflows: Agents Reshaping Work Patterns

45:55 Division of Labor, Specialization, and New Roles

48:47 Verticalization, Applied AI, and the Future of Agents

54:44 Platform Competition and the Application Layer

55:29 Closing Thoughts and Takeaways 

 

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