In this episode, we explore the rapidly evolving world of AI, focusing on how **AI agents are poised to transform business operations**. We'll delve into how these agents can optimize revenue through product intelligence, demand forecasting, and pricing strategies. Additionally, we'll examine how AI can significantly reduce costs across the board, from the **Cost of Goods Sold (COGS)**, including customer support and direct materials, to **Operating Expenses (OPEX)**, encompassing sales and marketing, R&D, and general administration. We will also discuss the shift towards **inference-time compute** and how cheaper models may lead to an explosion in AI applications, further driving compute demand. We'll highlight the potential for AI to address labor shortages and unlock value in non-software verticals such as healthcare and real estate. Finally, we'll touch on the exciting breakthroughs in AI reasoning models and how they are rapidly compressing the timeline of AI progress.
