Robotics hands down. Robots exist today with demonstrated value and are on every bit the hyper-growth curve in reality that LLM wrappers claim. Robots build everything from printed circuit boards to automobiles to other robots.

The term “agent” isn’t really even defined out of some effort to fundraise by establishing some price target anchor to NVIDIA.

The really honest and serious people in a space that could be called agents are people like Nick and Adrian at Cohere, and historically they’ve been both specific and honest about what they’re doing, they’ve often called it “tool use”, which is a real thing. If you want to work on agent type stuff I’d go talk to Cohere.

Nadella saying on camera that “AGENT” will replace all business software near term is all you need to know: Nadella is smart as hell and wildly well-informed. If he says outlandish shit like that?

He’s lying.

For anyone who wants a refreshing candor from an unimpeachable legend I really recommend Nick Frosst:

https://youtu.be/4JF1V2hzGKE