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When Did Practical AI Agents Become Possible?

Ethan Mollick says practical agents were not possible until models reached Opus 4.6 level or 4.5 level around November and December of last year. Agents became practical at that point. Co-Intelligence, his last book, was about the chatbot era because that was as good as models were. The newer book is about the agentic era because that is where models are today.

Product formats are shifting for three reasons at once. The study of innovation calls the first an era of ferment: nobody knows the right form, so ideas churn and get copied. OpenClaw came out in January as personal agents, and the form took root. Muse and Dot are claw-likes. Second, vibe coding and agents sit in different categories. Vibe coding is a human activity. Agents are a capability of AI systems, so they are not competing product lines. In companies he has talked to, vibe coding was never the planned way to use AI systems, yet vibe coding has taken off. He vibe codes work that would have required a coder before. People build games and very serious projects, so vibe coding has not gone away.

The most important cause is the capability curve. Moving up an exponential ability curve changes which products are possible. Competing groups are all trying to claim the idea of AI products while real capability gain shows up at the same time.

Grokipedia·Ethan Mollick

Transcript

This AI Expert Argues We're Underestimating AI's Productivity Impact — With Ethan Mollick ·

Big Technology Podcast

More from this episode

  1. Why Don't Companies See AI Productivity Gains Yet?Ethan Mollick says you do not get organizational productivity gains instantly from individual ones.
  2. Are Large Companies Seeing a Return From AI?Ethan Mollick says surveys show 85 percent of companies had positive ROI from AI as of last year.
  3. How Did a $200 Million Data Migration Drop to $20 Million?Ethan Mollick says no single move unlocks the full potential of AI inside a company. The work is structural change, and for many organizations it takes years.
  4. How Much of America's 20th-century Edge Came From Management?Ethan Mollick says 40 percent of the advantage of American companies in the 20th century came from better management, according to a paper by Raffaella Sadun…
  5. What Is the AI Capability Overhang?Ethan Mollick calls the overhang a huge gap between current AI capabilities and future capabilities.
  6. Why Do Superforecasters Keep Getting AI Wrong?Ethan Mollick says superforecasters keep getting AI wrong because an exponential is hard to predict. The labs have been right.
  7. Do AI Tutors Actually Help Students Learn?Ethan Mollick says a universal tutor of high quality now exists in AI, and when the tool is set up as a tutor the evidence seems to show positive effects in a…
  8. Will AI Replace All Human Labor by 2035?Ethan Mollick says nobody really knows what happens to jobs.
  9. Why Are AI Token Prices Falling?Ethan Mollick says AI token prices face real downward pressure because a huge move for token efficiency is underway and costs will decrease even as more…
  10. Will Personal AI Agents Flood Customer Service?Ethan Mollick says a perfectly legal distributed denial of service on customer service departments is coming, authorized by millions of consumers, once it is…

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