There’s no way to justify their valuations if they get downgraded to a pair programming tool. They need fully agentic stuff to work and replace human engineers to even come close.
Offhand, I’m not even certain whether a model like that could justify the constant retraining we’re doing on the agentic models.
It doesn’t make a lot of sense to spend millions or billions on training to reduce hallucinations by 0.3% if your model assumes a human is in the loop to course-correct them.
Offhand, I’m not even certain whether a model like that could justify the constant retraining we’re doing on the agentic models.
It doesn’t make a lot of sense to spend millions or billions on training to reduce hallucinations by 0.3% if your model assumes a human is in the loop to course-correct them.