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AI Agents dramatically expand software TAMs because you’ll have endless use cases for AI that you never had previously. There’s no universe where every day you could give out PhD level work to someone and wake up with it all done. AI Agents will do that for anything.
17.4.2025
o3 has this insane attribute where it has the knowledge and intellect of a PhD level grad student but also is scrappy and wants to get stuff done. These two combinations together in an individual, at the same time, is excruciatingly rare. And now it’s on tap in a model. wtf
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