LLM agents: the next platform shift in B2B software

Opportunities:

1. Quants-as-a-service companies


2. Talent identification 


3. Dedicated funds employing this strategy 


4. Artificial Intelligence at the table model

More and more niche functions of the enterprise will become multi-player, powered by a next generation of highly specialized, AI-bolstered, enterprise companies with consumerized product experiences. From procurement and security to financial planning and design, functions of a company that were once siloed to particular teams are being transformed... See more

Interface > Data > Model: The “interface” and “data” layers will further distinguish market leaders while the “models” layer becomes increasingly commoditized and pushed to the edge. As a growing number of our everyday use-cases of powerful GenerativeAI models fall below the frontier of “the best models,” they will be enabled by cheaper commoditize... See more

LLM agents rely on their Long-Term Memory (LTM) to store and retrieve crucial memories. Conversations, thoughts, plans, actions, observations, skills, and behaviors are all stored within a vector database. The LTM enables pre-processing and post-processing of memories, ensuring optimal retrieval. By considering factors such as context, recency, imp... See more