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Nicolas Bustamante
@nicbstme
AI for knowledge workers at @Microsoft. Prev: CEO @fintoolx (acq. Microsoft), CEO @doctrine (Acq. LexisNexis). Views are my own.
加入 January 2022
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Ok friends, sharing the recipe to build basically any agent product: • Memory: learn everything useful about the user, their work, people, preferences, projects, decisions, etc. from their emails, drive, computer files etc • Context engineering: figure out which tiny subset of all that memory + current state actually belongs in the context window for the task. • Skills: teach the agent how to do the work. Build a complex DCF. Prepare a board meeting. Triage an inbox. Run customer research. Write an investment memo. • Tools / MCPs: give it access to the world. Email, calendar, Slack, GitHub, CRM, browser, databases, internal APIs, computer use, etc. • Agent runtime: the loop that plans, acts, observes, retries, delegates, checkpoints state and can keep working for hours or days. • Triggers: cron jobs + events. New email arrives. Meeting ends. Customer churns. Metric changes. Deadline approaches. The agent wakes up without being prompted. • Trust / permissions: know what it can do autonomously, what requires approval, and whose identity / permissions it is acting with. • Evals: trace everything and continuously measure whether the agent is actually getting better. Then optimize the hell out of memory quality, context selection, action quality, latency and token cost. That’s basically the agent stack. If you need more verticalization (aka finance, logistics etc. just add more MCPs and skills).
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At what point do we admit that all AI agent products are kinda similar: connect your email, calendar, docs, Slack, cloud, whatever. The agent will then extracts a ton of context about how you work, who you work with, how you communicate, what you care about to turn that into markdown memory files & then an orchestrator on top that learns your patterns and tries to reproduce them. The frontier isn’t really “chat” anymore. It’s proactive background agents. Users don’t prompt the AI. Agent notices something needs to happen and does the work on the behalf of the user. And underneath, a lot of it is surprisingly simple conceptually: give the model more context, give it tools, memory, and some cron jobs / triggers / routines. So the actual game is becoming: who can build the best memory, take the most useful actions, and do it while burning the fewest tokens. Because it’s actually pretty easy to build an amazing personal memory system if you’re willing to spend $100+ per user. The hard part is getting 95% of that quality for $5. The goal is the highest quality context and actions, lowest inference cost to get the highest gross margin.
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