For AI Agent Fleets, the Model Is Rarely the Bottleneck | Theory Ventures' Andy Triedman

Andy Triedman is a partner at Theory Ventures, and he is building his own software factory, while assessing how startups are leveraging theirs. His read after running agent fleets: the models are frankly good enough for most of the work. The vast majority of things you'd ask an agent to do are not intelligence limited. They are context limited. We have infrastructure work to do - but we can be more ambitious! So the hard part moves upstream. Deciding what the agents should build, what they need to know, and when they should stop and ask a person is now most of the job. We cover: Moving from so