My Lens on the Week
We’ve moved past the co-pilot era. Agents are now autonomous actors, executing tasks, reasoning at near-human levels, and soon, taking over physical labor through robotics.
From Co-Pilots to Commanders: The Age of Digital Labor Has Begun
Everyone’s still talking about “co-pilots.” That term’s already obsolete.
The truth? You’re not assisting humans anymore. You’re replacing them, quietly, systematically, and completely.
We’ve crossed into the agentic era.
Let me break it down:
🧠 Software now works for you, not with you.
Agents aren’t just spitting out answers. They’re handling entire workflows; booking, troubleshooting, negotiating, simulating, even adapting to feedback. This is not “prompt engineering.” This is digital labor. And it’s just getting started.
The market? $3–12 trillion, conservatively.
If you’re building apps that need humans in the loop, you're already behind.
🧩 The Real Leap: Reasoning
Let me tell you what nobody’s talking about.
The real innovation isn’t just bigger models. It’s better thinking.
Reasoning layers take your vanilla LLM and add logic. Structure. Memory. Accuracy goes from ~60% to ~90%. That’s not an improvement. That’s a usability unlock.
If your product can’t hit 90%+ accuracy, enterprise won’t touch it. And you’ll be stuck building toys for Twitter threads.
🦿 The Next Frontier: Physical Labor Is Up for Grabs
If a robot can understand its environment and take action, it doesn’t just assist with work, it does the work.
And with embodied models improving weekly, humanoid bots are coming for a lot of jobs: elder care, food prep, warehouse ops. You name it.
This isn’t sci-fi. It’s capital flows. And if you’re watching closely, you already see it.
🚨 So What?
Here’s the macro view:
Interfaces got eaten by AI
Workflows are being eaten by agents
Labor gets eaten by robots next
If you’re not thinking in decades, you’ll miss it.
If you’re not building for autonomy, you’ll lose.
I’m looking for founders building the stack for digital labor:
Energy systems. Reasoning engines. Robotic control layers. Battery breakthroughs.
If that’s you, let’s talk.