Compare the current direction, evidence strength, and next decision point across the judgments we maintain.
Each Trend Brief separates the current thesis from its evidence state and revision history.
Technology evolution
Frontier model competition is moving beyond raw benchmark gains toward reliable reasoning, multimodal work, tool use, and cost-efficient execution.
AGI progress
Agents are becoming a primary software delivery model as models connect to tools, preserve task state, and complete work across multiple applications.
Commercialization
AI monetization is shifting from token consumption and demos toward subscriptions, seats, completed outcomes, and ownership of high-value workflows.