Building one centralized AI model is a legacy approach that creates a massive single point of failure. The future requires a multi-layered, agentic system where specialized models are continuously orchestrated, providing checks and balances for a more resilient, antifragile ecosystem.
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The AI market is becoming "polytheistic," with numerous specialized models excelling at niche tasks, rather than "monotheistic," where a single super-model dominates. This fragmentation creates opportunities for differentiated startups to thrive by building effective models for specific use cases, as no single model has mastered everything.
The future of AI is not a single all-knowing model, but a "router" model that triages requests to a suite of specialized expert AIs (e.g., doctor, programmer). The primary technical and business challenge will shift to building the most efficient and accurate routing system, which will determine market leadership.
Instead of building a single, monolithic AGI, the "Comprehensive AI Services" model suggests safety comes from creating a buffered ecosystem of specialized AIs. These agents can be superhuman within their domain (e.g., protein folding) but are fundamentally limited, preventing runaway, uncontrollable intelligence.
Early AI metaphors centered on a single omnipotent entity like Ultron. Practical limitations like token windows and processing threads mean the more effective model is a 'swarm' or 'colony' of specialized agents, where orchestration becomes the key challenge.
Enterprises will shift from relying on a single large language model to using orchestration platforms. These platforms will allow them to 'hot swap' various models—including smaller, specialized ones—for different tasks within a single system, optimizing for performance, cost, and use case without being locked into one provider.
Initially, even OpenAI believed a single, ultimate 'model to rule them all' would emerge. This thinking has completely changed to favor a proliferation of specialized models, creating a healthier, less winner-take-all ecosystem where different models serve different needs.
The belief that a single, god-level foundation model would dominate has proven false. Horowitz points to successful AI applications like Cursor, which uses 13 different models. This shows that value lies in the complex orchestration and design at the application layer, not just in having the largest single model.
Rather than relying on a single AI, an agentic system should use multiple, different AI models (e.g., auditor, tester, coder). By forcing these independent agents to agree, the system can catch malicious or erroneous behavior from a single misaligned model.
Block's CTO believes the key to building complex applications with AI isn't a single, powerful model. Instead, he predicts a future of "swarm intelligence"—where hundreds of smaller, cheaper, open-source agents work collaboratively, with their collective capability surpassing any individual large model.
A more likely AI future involves an ecosystem of specialized agents, each mastering a specific domain (e.g., physical vs. digital worlds), rather than a single, monolithic AGI that understands everything. These agents will require protocols to interact.
