GPT as the Next Major Platform: From Apps to AI Agents

The Platform Shift to AI

Every major computing era has had its dominant platform: mainframes, PCs, mobile, and cloud. We believe AI, particularly large language models like GPT, represents the next major platform shift.

From Apps to Agents

The transition from traditional applications to AI agents represents a fundamental change in how we interact with computers:

• Natural Language Interface: No more clicking through menus
• Context Awareness: Agents understand and remember context
• Proactive Assistance: Agents anticipate needs rather than waiting for commands
• Cross-Platform Integration: Agents work across multiple services seamlessly

The Agent Economy

As AI agents become more capable, we're seeing the emergence of an agent economy where:

• Agents can hire other agents for specialized tasks
• Micro-payments enable granular value exchange
• Reputation systems ensure agent quality
• Smart contracts govern agent interactions

Investment Opportunities

We're investing in the infrastructure and applications that will power this agent economy, including agent frameworks, payment rails, and coordination protocols.