Matt Dratch(@DratchCap):Ladies and gentlemen, I present to you the agent harness! And it IS important but not in the way you think… I’m frankly surprised people are surprised (even seemingly the index creators themselves?). Anyway, much of this is a mechanical mix shift from how models are actually used as usage and token consumption grow (sub agent fan outs, frontier synthesis). Strange not to understand this and be investing near the space. Btw, a simple Claude or GPT query can answer this.

Matt Dratch

@DratchCap

Macro Equity PM | Dartmouth Fball ’08 “Be bold, and mighty forces will come to your aid.” Views expressed are solely my own and not on behalf of my employer.

参加 December 2010

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Matt Dratch@DratchCap

2026.08.07 00:14

Ladies and gentlemen, I present to you the agent harness! And it IS important but not in the way you think… I’m frankly surprised people are surprised (even seemingly the index creators themselves?). Anyway, much of this is a mechanical mix shift from how models are actually used as usage and token consumption grow (sub agent fan outs, frontier synthesis). Strange not to understand this and be investing near the space. Btw, a simple Claude or GPT query can answer this.