Non-Consensus Thesis
What people think: Better AI means you need fewer people. You can ask a model instead of finding an expert, hire fewer employees, and automate more work.
Our Thesis: AI reduces the need for general advice, but increases the value of access to people who can change an outcome.
Outcome meaning:
- Research hospital procurement -> Agree to test the product inside a hospital
- Prepare an investment memo. -> Decide to invest
- Explain enterprise security requirements -> Share what actually blocked a recent purchase
- Generate a partnership proposal -> Commit their company to the partnership
Your agent finds someone who can help you move forward and establishes whether they actually want to engage.