Smart money’s take on Generative AI and the investment opportunities in that space.
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RAGs are passé, agentic workflows (cognitive architectures) is the next stage in evolution…as they have the capability to solve the messy real world problems.
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Two years ago apps on top of GPT3 were derided as thin “wrappers” but this is where moat is and most value will be created (multiple Unicorns in the last couple of years and many more to come)
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From an investment standpoint, stay clear of investing in companies that are competing in Infra (Nvidia) and foundational model (Open AI, Meta) space
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