23h ago

Agent Labs Emerge in 2025 as Model Labs Shift to AI Cloud Platforms

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Original post
OPswyx🛬 SFO#214swyx🛬 SFO@SWYX

very belated but in retrospect i think @sama's mythical "build a business that gets better when models get better" is basically what I called Agent Labs here. seeing a very direct correlation with model performance and agent lab revenue, discontinuity in Q4 2025 (clip from @patrickc's stripe sessions)

8:20 AM · May 20, 2026 View on X
QUOTE POSTswyx🛬 SFO#214swyx🛬 SFO@SWYX

indicative although there are very important confounders here that have nothing to do with models

swyx🛬 SFOswyx🛬 SFO@swyx

also i think the publicly disclosed revenue time series looks like this now btw. project to EOY, closest to the correct EOY ARR prediction gets a like

10:17 AM · May 15, 2026 · 2.3K Views
2:01 PM · May 21, 2026 · 1.7K Views