The Agency Moment
For the last two years, we've been stuck in the chat box.
"Chat with your data." "Chat with your PDF." "Chat with your customer support."
But the real shift happens when the AI stops talking and starts doing. We are seeing the early signs of agentic workflows—models that can plan, execute, and verify complex tasks without human hand-holding.
The bottleneck isn't intelligence anymore; it's reliability and latency. Once we solve that, software fundamentally changes from a tool we use to a teammate we delegate to.