This podcast with the CEO of Vannevar Labs on "reasoning agents" is worth a listen for those looking to get in the weeds on potential Agentic applications for LLMs. It is super interesting and in-depth.
Vannevar says there is an imminent opportunity to use Agents to massively enhance the productivity of workers at DoD, driving significant savings by reducing the usage of outsourced consultants. Based on my work (thanks ChatGPT), this could impact companies like $BAH, $SAIC, $CACI, $LDOS, $AMTM, and $KBR.
It is worth keeping an eye on Vannevar, which is an emerging defense tech unicorn with $80mm in ARR. We were seed investors in the company in 2019.
https://t.co/CKopj2xUfC