Practitioner's take: A company's valuation will soon hinge on its LLM, agents, and harness
IgorCarron · x · 2026-09-14
Igor Carron, drawing on his experience shipping several LLMs, argues an emerging trend: a company's valuation will soon be that of its LLM, agents, and harness. As models and agents become core corporate assets, how the market measures a company will shift from traditional assets to its AI systems themselves.
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