Leo
107 posts





















This is your last chance. After this, there is no turning back. You take the blue pill - the story ends, you wake up in your bed and believe whatever you want to believe. You take the red pill - you stay in Wonderland and I show you how deep the rabbit hole goes.

We’ve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research, continue to innovate in products, and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are.


There are multiple $1B+ opportunities to build managed AI agent "swarms" for specific industry verticals. Here's how I think about it: After just a few days toying around with agents, it's clear to me that the biggest challenge for adoption from non-tech companies/people isn't around initial deployment. It's going to be actually getting value out of the agents after they're deployed. You might be able to build and deploy an agent, but what the hell do you do with it after it's deployed? How do you train it to get better? What are the use cases that are most valuable for your industry? What are the latest skills that it needs to function at a 10/10 level? Without that, you're just going to have a bunch of fancy looking AI agents gathering dust on the shelves because you have no clue how to get any value out of them. That's the opportunity... Here's how you grab it: Pick a valuable industry vertical. Let's say finance. Build an agent "swarm" that is hyper-specific to that industry use case. So, for finance, it might be around modeling, industry case studies, company analysis, document review, etc. Hire a handful of ex-finance folks (or get them at a high hourly rate in their off-time). Use their industry expertise to train the agents on the initial expertise plus to refine them on an ongoing basis. You could niche down even further and choose one specific use case for an initial land grab (i.e. a modeling agent swarm or a loan analysis agent swarm). Deploy the agents the same way a staffing firm would deploy into a company. You could charge a one-time implementation plus ongoing annual license fee. Continue to manage and improve the agents using the data and insights coming back from customers. Manage them, keep them up to date, fix any issues. Customer is happy because they get the benefits of the transformative tech and cost savings without having to understand the tech or improve it. You're happy because you are making money (and doing something pretty cool). You could probably replicate this exact playbook across a long list of verticals (hence why I think there are multiple $1B+ opportunities). Just a thought...




