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Back to 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, with Harrison Chase.

Will Model Labs Eat the Agent Harness?

Harrison Chase says the agent harness should stay neutral, so the memory and context an agent builds are not locked to one model lab. A neutral harness holds state that accumulates before the agent runs and while it runs, including short-term and long-term memory. Some of the learning that makes an agent better over time lands in the model weights. A lot of it stays outside the model, in that context. If the context is tied to one model provider, you cannot switch when a better model appears, and you cannot leave if that provider raises rates.

The harness can be tied to one model or kept neutral. Right now the context is tied to the harness, and the harness connects the model to data, APIs, and memory. If memory is stored in a way that only one model knows how to use, the business is stuck. The point of a neutral harness is an open, controllable agent: change the model, change the harness, and change the context. Model labs train harnesses for what they see most, which is often coding. Sales, research, and law sit outside that, and those jobs need a harness the builder controls.

Transcript

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 ·

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

More from this episode

  1. Should I Take a Sequoia and Benchmark Discount?Harrison Chase says it is absolutely worth taking a discount for Sequoia and Benchmark.
  2. What Is the Hardest Part of Building AI Agents?Harrison Chase says the hardest part of building agents is getting the system to behave reliably. Models are non-deterministic black boxes.
  3. Why Do Domain Experts Win With Vertical Agents?Harrison Chase says a founder should start a vertical agent at the harness layer, doing context engineering before any post-training of the model, because…
  4. Why Hasn't Anyone Solved AI Memory?Harrison Chase says the hardest part of AI memory is the intelligence that decides what to keep, not the database.
  5. What Kind of Agent Do Most Apps Need?Harrison Chase says most apps probably need a vertical agent of their own.
  6. Why Are AI Bills Rising Even as Models Get Cheaper?Harrison Chase says AI bills rise because agents burn far more tokens, even while frontier models get cheaper on price for performance.
  7. What Share of Engineering Salary Goes to Coding Tools?Harrison Chase says they spend roughly 30% of engineering salary on coding tools.
  8. Should Companies Fear Open Source Chinese Models?Harrison Chase does not think fear of open source Chinese models is justified. Some enterprises are fearful of working with open source Chinese models.
  9. Should Founders Discount for Sequoia and Benchmark?Harrison Chase says taking money from Benchmark changes a company's trajectory completely, and a discount is absolutely worth it for Sequoia and for Benchmark.

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