惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

P
Privacy International News Feed
I
Intezer
T
Tenable Blog
S
Schneier on Security
Project Zero
Project Zero
G
GRAHAM CLULEY
酷 壳 – CoolShell
酷 壳 – CoolShell
小众软件
小众软件
Know Your Adversary
Know Your Adversary
博客园 - 司徒正美
The Cloudflare Blog
Recent Commits to openclaw:main
Recent Commits to openclaw:main
freeCodeCamp Programming Tutorials: Python, JavaScript, Git & More
N
News and Events Feed by Topic
博客园 - 叶小钗
宝玉的分享
宝玉的分享
L
LINUX DO - 热门话题
aimingoo的专栏
aimingoo的专栏
S
Secure Thoughts
Forbes - Security
Forbes - Security
T
The Exploit Database - CXSecurity.com
D
Darknet – Hacking Tools, Hacker News & Cyber Security
OSCHINA 社区最新新闻
OSCHINA 社区最新新闻
博客园 - 【当耐特】
罗磊的独立博客
IT之家
IT之家
H
Hacker News: Front Page
I
InfoQ
云风的 BLOG
云风的 BLOG
S
Security Affairs
M
MIT News - Artificial intelligence
GbyAI
GbyAI
Jina AI
Jina AI
Help Net Security
Help Net Security
Engineering at Meta
Engineering at Meta
大猫的无限游戏
大猫的无限游戏
Webroot Blog
Webroot Blog
L
Lohrmann on Cybersecurity
A
About on SuperTechFans
Attack and Defense Labs
Attack and Defense Labs
The Register - Security
The Register - Security
V
V2EX
G
Google Developers Blog
D
DataBreaches.Net
Apple Machine Learning Research
Apple Machine Learning Research
C
Cybersecurity and Infrastructure Security Agency CISA
J
Java Code Geeks
W
WeLiveSecurity
Cloudbric
Cloudbric
T
Tor Project blog

VentureBeat

Anthropic says it hit a $30 billion revenue run rate after 'crazy' 80x growth OpenAI voice models get GPT-5-class reasoning Vibe coding exposed 380,000 corporate apps — 5,000 held sensitive data AI agent identity: how to govern agentic AI in 6 stages Anthropic wants to own your agent's memory, evals, and orchestration — and that should make enterprises nervous Enterprise GPU utilization: why 95% of AI infrastructure spend is wasted Governance, not gatekeeping: How SAP brings enterprise‑grade safety to AI connectivity Anthropic introduces "dreaming," a system that lets AI agents learn from their own mistakes RL orchestration: how a 7B model routes tasks across GPT-5, Claude, and Gemini Meet ZAYA1-8B, a super efficient open reasoning model trained on AMD Instinct MI300 GPUs Anthropic Skill scanners passed every check. The malicious code rode in on a test file. Why AI breaks without context — and how to fix it Market research is too slow for the AI era, so Brox built 60,000 identical 'digital twins' of real people you can survey instantly, repeatedly The app store for robots has arrived: Hugging Face launches open-source Reachy Mini App Store with 200+ apps Scaling AI into production is forcing a rethink of enterprise infrastructure Miami startup Subquadratic claims 1,000x AI efficiency gain with SubQ model; researchers demand independent proof. GPT-5.5 Instant shows you what it remembered — just not all of it One command turns any open-source repo into an AI agent backdoor. OpenClaw proved no supply-chain scanner has a detection category for it AI agents are missing all the discussions your team is having. SageOX has an answer: agentic context infrastructure OpenAI turns its sold-out GPT-5.5 party into a monthlong Codex giveaway for 8,000 developers Inside AMEX’s agentic commerce stack: How intent contracts and single-use tokens enforce AI transactions Microsoft takes Agent 365 out of preview as shadow AI becomes an enterprise threat The RAG era is ending for agentic AI — a new compilation-stage knowledge layer is what comes next Salesforce Agentforce Operations fixes workflows breaking enterprise AI MCP command execution flaw: what security teams need to know The scaffolding era is over. LlamaIndex says context is the new moat xAI launches Grok 4.3 at an aggressively low price and a new, fast, powerful voice cloning suite Hidden IT problems are quietly creating risk, shadow IT, and lost productivity Alibaba's HDPO cuts AI agent tool overuse from 98% to 2% One tool call to rule them all? New open source Python tool Runpod Flash eliminates containers for faster AI dev Why OpenAI's 'goblin' problem matters — and how you can release the goblins on your own AI coding agents breached: attackers targeted credentials, not models | VentureBeat Writer launches AI agents that can act without prompts, taking on Amazon, Microsoft and Salesforce Netomi raises $110 million as Accenture and Adobe bet on AI for customer service Cheaper tokens, bigger bills: The new math of AI infrastructure Enterprise RAG rebuild: hybrid retrieval adoption tripled in Q1 2026 IBM launches Bob with multi-model routing and human checkpoints to turn AI coding into a secure production system AWS Quick's knowledge graph creates an orchestration blind spot Why enterprise GPU utilization is stuck at 5% — and why the fix makes it worse Definity embeds agents inside Spark pipelines to catch failures before they reach agentic AI systems How to build custom reasoning agents with a fraction of the compute American AI startup Poolside launches free, high-performing open model Laguna XS.2 for local agentic coding Mistral AI launches Workflows, a Temporal-powered orchestration engine already running millions of daily executions Microsoft and OpenAI gut their exclusive deal, freeing OpenAI to sell on AWS and Google Cloud Open source Xiaomi MiMo-V2.5 and V2.5-Pro are among the most efficient (and affordable) at agentic 'claw' tasks AI framework autonomously outperforms human-designed R&D baselines Why supply chains are the proving ground for automation‑led iPaaS RAG precision tuning can quietly cut retrieval accuracy by 40%, putting agentic pipelines at risk Enterprises are obsessing over model accuracy while ignoring the infrastructure layer where AI systems actually break. Monitoring LLM behavior: Drift, retries, and refusal patterns CVSS vulnerability triage: 5 failures, 5 fixes DeepSeek-V4 arrives with near state-of-the-art intelligence at fraction of the cost of Opus 4.7, GPT-5.5 85% of enterprises are running AI agents. Only 5% trust them enough to ship. AI synthetic audiences are already here and poised to upend the consulting industry Mystery solved: Anthropic reveals changes to Claude's harnesses and operating instructions likely caused degradation OpenAI's GPT-5.5 is here, and it's no potato: narrowly beats Anthropic's Claude Mythos Preview on Terminal-Bench 2.0 New startup BAND debuts agentic mesh with deterministic routing to govern multiple enterprise AI agents across model providers, channels OpenAI unveils Workspace Agents, a successor to custom GPTs for enterprises that can plug directly into Slack, Salesforce and more Google and AWS split the AI agent stack between control and execution Are you paying an AI ‘swarm tax’? Why single agents often beat complex systems OpenAI launches Privacy Filter, an open source, on-device data sanitization model that removes personal information from enterprise datasets Google doesn't pay the Nvidia tax. Its new TPUs explain why. Salesforce’s Agentforce Vibes 2.0 targets a hidden failure: context overload in AI agents Google’s Gemini can now run on a single air-gapped server — and vanish when you pull the plug The modern data stack was built for humans asking questions. Google just rebuilt its for agents taking action. Google’s new Deep Research and Deep Research Max agents can search the web and your private data Vercel breach exposes the OAuth gap most security teams cannot detect, scope or contain The AI governance mirage: Why 72% of enterprises don’t have the control and security they think they do OpenAI's ChatGPT Images 2.0 is here and it does multilingual text, full infographics, slides, maps, even manga — seemingly flawlessly Kimi K2.6 runs agents for days — and exposes the limits of enterprise orchestration What AI model should you use for revenue intelligence? Von says all the big ones, and it will automate mixing and matching for you Three AI coding agents leaked secrets through a single prompt injection. One vendor's system card predicted it Train-to-Test scaling explained: How to optimize your end-to-end AI compute budget for inference AI agent security maturity audit: enterprises funded stage one, stage-three threats arrived anyway Anthropic just launched Claude Design, an AI tool that turns prompts into prototypes and challenges Figma Should my enterprise AI agent do that? NanoClaw and Vercel launch easier agentic policy setting, approval dialogs for messaging apps Salesforce launches Headless 360 to turn its entire platform into infrastructure for AI agents Are we getting what we paid for? How to turn AI momentum into measurable value OpenAI debuts GPT-Rosalind, a new limited access model for life sciences, and broader Codex plugin on Github OpenAI drastically updates Codex desktop app to use all other apps on your computer, generate images, preview webpages Anthropic releases Claude Opus 4.7, narrowly retaking lead for most powerful generally available LLM AI lowered the cost of building software. Enterprise governance hasn’t caught up Microsoft patched a Copilot Studio prompt injection. The data exfiltrated anyway Frontier models are failing one in three production attempts — and getting harder to audit Meta researchers introduce 'hyperagents' to unlock self-improving AI for non-coding tasks We tested Anthropic’s redesigned Claude Code desktop app and 'Routines' -- here's what enterprises should know AI's next bottleneck isn't the models — it's whether agents can think together Adobe’s new Firefly AI Assistant wants to run Photoshop, Premiere, Illustrator and more from one prompt Traza raises $2.1 million led by Base10 to automate procurement workflows with AI Agentic coding at enterprise scale demands spec-driven development Designing the agentic AI enterprise for measurable performance Five signs data drift is already undermining your security models Your developers are already running AI locally: Why on-device inference is the CISO’s new blind spot AI agent credentials live in the same box as untrusted code. Two new architectures show where the blast radius actually stops. Intuit compressed months of tax code implementation into hours — and built a workflow any regulated-industry team can adapt OpenAI introduces ChatGPT Pro $100 tier with 5X usage limits for Codex compared to Plus Mythos autonomously exploited vulnerabilities that survived 27 years of human review. Security teams need a new detection playbook Claude, OpenClaw and the new reality: AI agents are here — and so is the chaos Goodbye, Llama? Meta launches new proprietary AI model Muse Spark — first since Superintelligence Labs' formation LLM-referred traffic converts at 30-40% — and most enterprises aren't optimizing for it
Amazon’s OpenAI gambit signals a new phase in the cloud wars — one where exclusivity no longer applies
michael.nune · 2026-04-30 · via VentureBeat

Amazon Web Services on Tuesday launched one of the most consequential enterprise AI plays in the company's 20-year history, simultaneously bringing OpenAI's most powerful models to its Bedrock platform, unveiling a new agentic developer framework, releasing a desktop AI productivity tool called Amazon Quick, and expanding its Amazon Connect service from a single contact-center product into a family of four agentic AI solutions targeting supply chains, hiring, healthcare, and customer experience.

The announcements, made at a live event in San Francisco titled "What's Next with AWS," landed just 24 hours after OpenAI and Microsoft publicly restructured their exclusive cloud partnership — a move that, for the first time, freed OpenAI to distribute all of its products across rival cloud providers. AWS CEO Matt Garman called it "a huge partnership" and said customers have been asking for OpenAI models inside AWS "from the very early days."

The timing was no accident. Amazon CEO Andy Jassy had flagged the Microsoft-OpenAI restructuring as "very interesting" in a post on X the day prior, promising more details on Tuesday. What followed was a sweeping set of launches that together represent AWS's bid to become the definitive infrastructure layer for the agentic AI era — one where intelligent software agents don't just answer questions but take autonomous action inside enterprise workflows.

OpenAI's most capable models arrive on Amazon Bedrock for the first time, reshaping the cloud AI marketplace

The centerpiece announcement: OpenAI's latest models are now available through Amazon Bedrock in limited preview, with general availability expected within weeks. AWS confirmed that GPT-5.4 is available immediately in limited preview, with GPT-5.5 arriving shortly thereafter.

In an exclusive interview with VentureBeat at the event, Anthony Liguori, Vice President and Distinguished Engineer at AWS, described the significance of the moment. "We announced a partnership about eight weeks ago centered around this idea of the stateful runtime environment, the SRE APIs," Liguori said. "However, today we announced the availability of all of OpenAI's frontier models in Amazon Bedrock available via both the stateless APIs — these are the APIs that are commonly used, like chat completions and responses."

Liguori characterized the stateless API availability as particularly critical because it removes migration friction. "Customers can take their existing workloads today and just start using AWS right off the bat," he said. "They don't have to write any new software, develop any new things. I think that's one of the most exciting announcements that came out today."

The integration means AWS customers can now evaluate and deploy OpenAI models alongside offerings from Anthropic, Meta, Mistral, Cohere, and Amazon's own models — all through Bedrock's unified security, governance, and cost controls. For enterprise procurement teams, this collapses what had been a fragmented multi-vendor landscape into a single pane of glass.

How a $50 billion Amazon investment and a messy Microsoft breakup cleared the way for Tuesday's deal

The path to Tuesday's announcement was anything but smooth. As TechCrunch reported, OpenAI's earlier $50 billion deal with Amazon, announced in February, had created a legal tangle with Microsoft. Under the original Microsoft-OpenAI agreement, Microsoft retained exclusive rights to OpenAI products accessed through APIs, which appeared to conflict directly with OpenAI's promise to give AWS exclusive hosting rights for its new Frontier agent-building tool.

Microsoft had publicly pushed back at the time, stating that "Azure remains the exclusive cloud provider of stateless OpenAI APIs." The Financial Times reported that Microsoft even contemplated legal action. Monday's restructured deal — which replaced Microsoft's open-ended exclusivity with a nonexclusive license running through 2032 — swept those legal obstacles aside.

For AWS, the resolution means its multi-billion-dollar investment in OpenAI can now fully bear fruit. As CNBC reported, OpenAI's revenue chief Denise Dresser had told employees in a memo that the Microsoft relationship "has also limited our ability to meet enterprises where they are — for many that's Bedrock." At the San Francisco event, Dresser framed the moment as a turning point. "They're no longer in the mindset of experimentation and pilots," she said of enterprise customers. "They really want to go full enterprise wide, and they understand that to do that, they need to have powerful models. But even more importantly, they want those models in a trusted environment."

OpenAI CEO Sam Altman, who was unable to attend in person due to his ongoing court case against Elon Musk across the Bay Bridge in Oakland, sent a recorded video message. "We are co-developing an agent platform from the ground up, deeply integrated with AWS services and powered by OpenAI's most advanced models and tools," Altman said, "so that customers can build and run powerful agents in their own environment without worrying about the underlying plumbing."

Inside Bedrock managed agents, the reinforcement learning-trained 'harness' that AWS says will define the agentic era

Beyond raw model access, AWS launched Amazon Bedrock Managed Agents powered by OpenAI — a system that combines OpenAI's frontier models with its proprietary "harness," the agentic execution framework that powers products like Codex. This is where Liguori's technical analysis was most revealing.

He explained that the harness concept represents a shift in how models are trained and deployed for agentic work. "When you think about an agentic platform, there's really two components," Liguori told VentureBeat. "One is the harness — the actual logic that will execute tool calls for the model, determine when to compact the context, all of those sorts of things — and then the model itself."

Critically, Liguori argued, the best agentic performance comes when models are trained specifically against their harness through reinforcement learning — not merely prompted to use tools at inference time. "You can give a model a whole lot of instructions and a set of tools, and it will be able to use it most of the time," he said. "But when you really train the model on a specific set of tools, a specific style of operations, it's just like drilling plays over and over again — the model builds muscle memory for using that harness."

The football analogy is instructive. Where general-purpose models are like versatile athletes who can adapt to any playbook, harness-trained models are like championship teams that have run the same formations thousands of times until execution becomes instinctive. For enterprises deploying agents in high-stakes production environments — managing financial transactions, orchestrating supply chains, or processing sensitive healthcare data — that reliability gap matters enormously.

Bedrock Managed Agents consists of three components: a runtime layer for configuring skills, memory policies, and tool access; an environment layer where the agent lives (deployable on Fargate or other AWS compute); and an inference API for interacting with the agent. The system integrates deeply with AWS's identity and access management, VPC networking, and CloudTrail auditing — meaning every action an agent takes is logged and governed by existing enterprise security policies.

AWS makes its boldest security claim yet: zero human access to inference machines running OpenAI's models

Liguori made what may be his most striking claim when discussing why enterprises should trust AWS over on-premises alternatives or smaller cloud providers. "With Bedrock, the system that we're using to host the GPT-5.4 models, that whole environment is zero operator access," he told VentureBeat. "There's no human that could ever log into one of those machines, so your inference data is never able to be accessed by a human."

He pointed to AWS's custom silicon — Graviton processors and Nitro security chips — as the foundation for this claim. "When you look at one of our servers, either compute servers or the servers we're using for Gen AI, the only thing that you can buy off the shelf is the memory modules. Everything else is either custom boards or even custom silicon."

This argument is designed to counter a growing narrative from what the industry calls "neo-clouds" — smaller providers that offer on-premises model hosting with tighter physical security controls. Liguori flipped that argument on its head: "You're actually way more secure in the cloud because we have built a platform with such strong physical securities... If you were to try to stand up your own inference system today, you'd probably be running open source software on just Linux."

It's a bold claim, and one that enterprise CISOs will undoubtedly scrutinize. But it underscores AWS's conviction that the agentic era — where AI agents access source code, PII data, and critical business systems — demands infrastructure security guarantees that go far beyond what most organizations can build independently.

Codex's 4 million weekly users could soon multiply as OpenAI's coding agent arrives on AWS

OpenAI's Codex coding agent also arrived on Bedrock in limited preview. Dresser shared that Codex has been growing at a blistering pace, expanding "from 3 million weekly active users to 4 million in two weeks." The tool has evolved beyond simple code generation into a full agentic software development lifecycle platform.

For Liguori, who described himself as "10 to 20 times more productive" as an engineer thanks to tools like Codex, bringing this capability into AWS represents the bridge between individual developer productivity and enterprise-scale deployment. "Most developers today are using these OpenAI models on their laptops," he said. "We haven't seen that happen yet in the rest of the industry, and with Bedrock Managed Agents, we think we have a way for enterprises to deploy agents in a means that meets their compliance requirements."

The gap Liguori is describing — between the solo developer experience and enterprise-wide adoption — is arguably the central challenge of the current AI moment. Individual engineers can achieve extraordinary productivity gains with agentic coding tools. But scaling that to thousands of developers across a Fortune 500 company, with proper governance, security, and auditability, requires platform-level infrastructure. That's the market AWS is targeting.

Liguori saw the near-term potential in even more immediate terms. He described leading a team of about 20 engineers who share a common codebase of skills and MCP tools. "That has been an amazingly powerful thing, because we're all able to build on top of each other as we learn how to use these models," he said. "Where I've run into a hurdle is there's a lot of stuff I'd like to share with our finance team... and I can't really ask them to clone a Git repo and build it from a Git repo." Bedrock Managed Agents, he argued, will let teams create hosted agents that non-technical colleagues can access — taking agentic development from a developer-only practice to an enterprise-wide capability within the next six months.

Amazon Quick Desktop aims to be the agentic AI assistant that finally works for non-developers

While the OpenAI partnership dominated headlines, AWS also launched Amazon Quick Desktop — a new desktop application designed to bring agentic AI to knowledge workers who aren't developers. Liguori framed the product as addressing a critical gap. "A lot of these agentic tools have primarily targeted developers," he said. "Quick Desktop is a really great tool if you are a knowledge worker that is not a developer... I think it's been underserved for the non-developer knowledge workers."

Quick Desktop integrates with a user's local files, calendar, email, Slack, and enterprise applications — building what AWS calls a "Knowledge Graph" that maps relationships between people, projects, decisions, and actions. The system connects natively with Google Workspace, Microsoft 365, Zoom, and Salesforce. Unlike other AI productivity tools, Quick doesn't wait for prompts. It proactively surfaces what matters — unanswered emails, deals needing updates, documents awaiting review — and can take action like scheduling meetings, drafting emails, or updating Jira tickets.

Garman, who said he had been using the desktop app for several weeks, called it "by far the most effective tool" among AI productivity products he has tested. "If you think about what we've done with Quick — combine all of your sources of data inside of the enterprise — but then we also saw the power of having access to a local desktop and being able to operate with your local files and your local email and your local Slack... but people were worried about security, appropriately so," Garman said. "What we're doing here is combining a bunch of those things together with QUIC to give you the best of all of those worlds."

The product is available in preview today, with no AWS account required — users can sign up with just an email address. Customers including BMW, 3M, Mondelēz, Southwest Airlines, and the NFL are already using it, with some reporting production time reductions of nearly 80% and customer issue processing cut by more than 50%.

Amazon Connect becomes a family of four as AWS bets that 'agentic teammates' will transform supply chains, hiring, and healthcare

Perhaps the most ambitious long-term bet announced Tuesday was the expansion of Amazon Connect from a single contact-center product — one that reached over $1 billion in revenue last year and processes 20 million interactions daily — into a family of four agentic AI solutions.

The new lineup includes Amazon Connect Decisions, an agentic supply chain planning tool built on more than 25 specialized supply chain tools and 30 years of Amazon operational science, including one of Amazon's SCOT (Supply Chain Optimization Technologies) foundation models. Amazon Connect Talent is a high-volume hiring platform inspired by Amazon's experience hiring 250,000 seasonal employees during peak periods, using AI agents to conduct voice interviews around the clock and present recruiters with anonymized, skills-based scoring. Amazon Connect Customer AI is the renamed and enhanced version of the original contact-center service. And Amazon Connect Health covers the patient journey from appointment scheduling through clinical encounters, including ambient documentation, billing code suggestions, and post-visit summaries drawn from Amazon's experience with One Medical and Amazon Pharmacy.

Colleen Aubrey, who leads applied AI solutions at AWS and previously co-founded Amazon's advertising business, introduced a new design philosophy underlying all four products: "humorphism." Where skeuomorphism translated physical objects into digital metaphors — desks to desktops, files to folders — humorphism translates human interaction dynamics into AI agent behavior. "If we're building products that at the heart of which is an agentic teammate, then how should those teammates interact with you?" Aubrey asked. The philosophy manifests in specific design choices: Connect Decisions agents ask planners why they made manual adjustments and apply those insights across similar products. Connect Talent agents adapt follow-up questions based on candidate responses. Connect Health agents trace every clinical insight back to source data so physicians can verify AI-generated documentation.

What AWS's four-layer strategy reveals about where the real value in enterprise AI will be captured

Taken together, Tuesday's announcements reveal a coherent strategy operating across four distinct layers: custom infrastructure (Graviton, Trainium, zero-operator-access security), model access (Bedrock as a model marketplace with unified APIs), an agentic platform (Bedrock Managed Agents and AgentCore for building and governing agents), and purpose-built applications (Quick for individual productivity, Connect for vertical business operations).

This layered approach addresses a fundamental tension in the enterprise AI market. Companies want choice at the model layer but integration at the platform layer and specificity at the application layer. By offering all three through a single security and governance framework, AWS is betting it can capture value across the entire stack — a strategy that reshapes competitive dynamics for Microsoft, Google Cloud, and the growing constellation of smaller AI infrastructure providers.

Garman pushed back on the "SaaSpocalypse" narrative that agentic AI will destroy incumbent enterprise software companies. "The incumbent providers today have such a huge advantage," he said. "They have deep domain expertise... a large customer set with all of their data." He pointed to Salesforce's recent headless API offering as an example of incumbents adapting smartly. But he also drew an explicit parallel to the early days of cloud computing, when customers would simply replicate their on-premises data centers in the cloud rather than reimagine what was possible. "You see that today with how people are thinking about AI and agents," Garman said. "They're like, 'I have this business process, I'm gonna have agents do the exact same thing that humans do.' It kind of works... but it doesn't give you that transformational change."

He pointed to Amazon's own Prime Video team as proof of what that change looks like in practice. The team used agentic tools to rebuild a partner payment system that was projected to take two years — completing it in roughly two quarters with a handful of people, while simultaneously improving the system for customers, for Amazon, and for the partners who get paid through it.

The enterprise AI arms race enters a new phase as model access becomes table stakes and the platform war begins

For enterprises evaluating their AI strategies, Tuesday's announcements simplify one decision — OpenAI models are now available where most of them already run production workloads — while complicating another. With model access increasingly commoditized across cloud providers, the real differentiator becomes the platform layer: where agents are built, governed, deployed, and trusted to take consequential actions. That's the battleground AWS is staking out, and it's the same ground Microsoft, Google, Salesforce, and a growing number of startups intend to contest.

Liguori sees the transformation accelerating fast. "I think what we're going to see in the next six months is a lot of this agentic stuff going from developer only to being able to be consumed by a larger number of folks within an enterprise," he told VentureBeat. Anthony Liguori, the AWS distinguished engineer who led the technical work over eight sleepless weeks to bring OpenAI's models to Bedrock, said his own productivity as a software engineer has increased 10 to 20 times over the past year. When asked what excites him most about what comes next, he didn't talk about models or infrastructure. He talked about what happens when that same multiplier reaches the finance team, the product managers, the supply chain planners — the millions of knowledge workers who have been watching the agentic revolution from the sidelines.

"We had nothing eight weeks ago," he said, "and now we're here." If the next eight weeks move as fast, the sidelines may not exist for much longer.