My issue with Ed is that he doesn't have the ability to draw the line. In the pursuit of making a point he goes so dogmatic that he is willing to make harsh statements that go beyond number backed predictions. Like in his piece "AI is really weird" he states about agents, "Probably the weirdest thing about this entire era is how nobody wants to talk about the fact that AI isn’t actually doing very much, and that AI agents are just chatbots plugged into an API.". That's a massive stretch to make. Just because he has a claim that the business doesn't make sense, he doesn't get to claim that agents are not capable of doing very real work. His assessment of cowork was "a chatbot that deleted every single one of a guy’s photos when he asked it to organize his wife’s desktop.". These statements damage his credibility and make it too easy to dismiss his writing as a rant of an angry man.
With the notable exception of TTI models, that description seems accurate to me. Is there any widely promoted "AI product" that is more than a chatbot in fancy dress?
I'm pretty uncertain around the businesses of foundation models but the tech is definitely useful.
My only side note of sadness here is that companies are more likely to implement such stuff in a haphazard way rather than anything actually thoughtful.
This will definitely happen, but the trend will end up towards automating a bunch of this stuff with manual checks on a subsample to ensure that it's working effectively. It's rather like moving from phone/mail based ordering to online ordering, in that it'll take a while but it's almost certainly gonna happen.