max cook

Every major tech wave changes how humans interact with compute; agentic AI will replace app-centric workflows with few super-apps where everything plugs in via APIs/MCPs, making natural language the primary interface and supercharging human productivity.

Enterprise open model token share grew from <1% to 10% in months (Factory data), headed to 50%+ by year-end; Decagon runs 90% workloads on open source for production latency/fine-tuning needs. Key unasked question: what happens when Anthropic/OpenAI offer fine-tuning and smaller models as products?

Public and private data platform companies tied to AI application development growth are performing strongly as the AI app layer expands; same dynamic expected to continue with MongoDB and similar vector/embedding-native databases.