Every year for AI Ascent, @gradypb, @Konstantine and I get to share some perspectives on AI and where things are headed.
This year's talk was about the arrival of agents and the race to deploy them across the application layer, and how founders can compete in this crazy intense market ("Get MAD!" Moats, Affordance, Diffusion).
00:00 Introduction
01:10 AI Wave Calibration
01:56 Three Differences of AI
04:28 Inflection Points to AGI
07:06 Building on Top Strategy
07:29 MAD Moats Framework
09:33 Affordance and Diffusion
12:07 Agents Are Here Now
13:46 Agent Stack and Trajectory
21:12 Future of Work and Meaning
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