18 Hot Takes On Where AI is Headed Next

Short summary

Frontier model tokenmaxxing is unsustainable; enterprises like Uber and Coinbase are adopting model portfolios with open-source alternatives to cut costs. The AI super app race intensifies between OpenAI, Anthropic, and Cursor, with product positioning and market dominance at stake. Products lacking agent-first design—APIs, MCPs, CLIs—risk becoming dumb pipes as AI agents become primary software users.

• •Frontier model costs unsustainable—enterprises shifting to model portfolios (open-source + premium) for cost optimization
• •AI super app race: OpenAI positioned with ChatGPT + Codex; Anthropic leading enterprise but with fragmented product suite
• •Agent-first APIs and MCPs now table-stakes; products without agent compatibility risk obsolescence

Generated with AI, which can make mistakes.