interesting to see that the word "generative" does not appear in this blogpost (apart from the tags). 6 months ago Generative AI was all the rage: https://a16z.com/2023/01/19/who-owns-the-generative-ai-platf...
I think this is a very well articulated breakdown of the "LLM Core Code Shell" (https://www.latent.space/p/function-agents#%C2%A7llm-core-co...) view of the world. but it is underselling the potential to leave the agents stuff to a three paragraph "what about agents?" piece at the end. the emerging architecture of "Code Core, LLM Shell" decentralizing and specializing the role of the LLM will hopefully get more airtime in the december a16z landscape chart!