20VC: Horizontal vs Vertical Agents: Who Wins | Model Routing: Commodity or Increasing in Value | The Future of the Inference Market | Why Founders Should Take Discounts for Tier 1 Firms with Harrison Chase, LangChain

I think absolutely it's worth taking it to describe it for Sequoia and benchmark. We spend probably roughly thirty percent of our engineering satellite on coding tools. It's actually gone down the last two months, while tokens, the number of tokens that we've used, has actually gone up. I I think I really underestimated the demand for inference. Everything just works. This market is so big, there's just so much demand for it. And I don't know if it's gonna get less anytime soon. This is twenty VC with me, Harry Stabbings. Now I remember sitting down with my friend Miles Grimshaw when he was at Benchmark, and he said about this incredible founder he met, Harrison, the founder of Langchain. It's since become a multi billion dollar company. It is a leader in the ability to create and monitor your agents. And today we welcomed him to the hot seat to discuss why it is so hard to build agents today. What no one knows that everyone should know about what is coming with agents. And then my favorite, some really kooky predictions, which no one else believes will happen, but he knows will definitely happen. This and so much more in the show today with Harrison. But before we dive into the show today, what do Uber, Cursor, and Harvey have in common? Well, they made the really wise decision to build on fireworks.

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