Are we overestimating AI agents and underestimating world models for business?

heyshrutimishra · x · 2026-09-07

The author argues we may be overestimating AI agents and underestimating world models: agents can take actions, but running a business requires understanding the world those actions change — price changes move demand, ad spend shifts inventory, product changes trigger competitor reactions, and bad predictions should be learned from real outcomes.

Businesses aren't collections of tasks but dynamic systems with state, constraints, feedback loops, and thousands of actors. The next step in enterprise AI won't just be "better agents" but systems that maintain a persistent model of the business, simulate consequences, act within constraints, and update their understanding — an observe → simulate → act → learn loop. The post quotes CarryGo's article claiming to be a world model built first for business.

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