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Latent Space · September 5, 2025 · 70m
AI Agents in Production: What We Have Learned
Alessio synthesizes lessons from investing in dozens of AI agent startups, identifying which patterns work in production and which remain research curiosities.
This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.
Canon
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Alessio finds that AI agents succeed in production when they operate in narrow, well-defined environments with clear boundaries, and fail when dropped into open-ended environments.
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Alessio applies the Stoic dichotomy to AI investing: he can control the rigor of his technical evaluation but not whether the market adopts the technology he invested in.
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