Five Things AI: Network Effects, AI Agents, Naughty Claude, Slower Development, Cookies

What a week. Again. TGIF.

Heya and welcome back to Five Things AI!

HSBC released a report this week about the current state of US venture capital investments: 42% of all investments went to AI companies. So, yes, the market is still very hot, but all those investments need not just see growth, but also returns. And this is still the big question after all those multi-billion dollar investments: will this pay off? Or is this just a classic boom and bust cycle where investors funneled money into a new sector of an industry to try to make it big and then the investors in the second or third cycle find the sweet spot to make money?

We currently see the attention shifting from Large Language Models (LLM) to Agentic AI - and I do see many more practicial implications there as well. We will move away from the prompt and get deeper integrations into products and processes. The impact on any business will be huge and you can read about this in at least two articles I picked out this week.

Enjoy! 🤖