Agent growth is capped by scenarios and connectors — real opportunity lies in offline sensor data
yangyi · x · 2026-10-21
A Chinese tech commentator argues agent software scale is limited by scenario coverage and connectors: CLI-fying SaaS is worthless against incumbents who own internet data; the real opportunity is digitizing the physical world via sensors — hence the future of AI lies in Shenzhen.
More from AGI Musings
- Daniel Miessler on AI in cybersecurity: 'We just invented flashlights' — sebkrier · 2026-10-21
- Pivot from financial models to ontologies: knowledge engineering framed as next big career — PAstynome · 2026-10-21
- Wabi CEO: the next big consumer AI platform will be multiplayer, not another personal agent — joonasvirtanen · 2026-10-21
- Granawkins: AI healthcare discoveries will explode while FDA lags, medical tourism surges — granawkins · 2026-10-21
- A Lyft driver summed up AI's value in two lines, argues comms strategist — GarrisonLovely · 2026-10-21
- Dev observes AI products now ship rival models, deepening industry interdependence ahead of any bubble burst — gaganghotra_ · 2026-10-21