> My current expectation is that the Cowork/Codex set of "professional agents" for non-technical users will be one of the most important and fastest growing product categories of all time, so far.

I disagree. There is a major gap between awesome tech and market uptake.

At this point, the question is whether LLMs are going to be more useful than excel. AI enthusiasts are 100% sure that it’s already more useful than excel, but on the ground, non-technical views do not reflect that view.

All the interviews and real life interactions I have seen, indicate that a narrow band of non-technical experts gain durable benefits from AI.

GenAI is incredible for project starts. A 0 coding experience relative went from mockup to MVP webapp in 3 days, for something he just had an idea about.

GenAI is NOT great for what comes after a non-technical MVP. That webapp had enough issues that, if used at scale, would guarantee litigation.

Mileage varies entirely on whether the person building the tool has sufficient domain expertise to navigate the forest they find themselves in.

Experts constantly decide trade offs which novices don’t even realize matter. Something as innocuous as the placement of switches when you enter the room, can be made inconvenient.

> market uptake.

I think the market uptake of Claude Cowork is already massive.