Let's talk about the moment we're in

OpenAI is raising $4B to launch The Deployment Company. (The name alone tells you something.) Anthropic is raising $1.5B for the same kind of vehicle. Both joint ventures exist to acquire consulting and engineering firms to deploy forward-deployed engineers directly from AI labs. And who is an agent builder is rapidly changing — Anthropic disclosed that 40% of its top 50 customers are financial institutions, and finance is now its second-largest revenue segment behind tech. But to many of you this is old news. OpenAI and Anthropic are late. PwC, McKinsey, Bain, and IBM have run AI transformation playbooks for years. Sierra already has 40% of the Fortune 50 as customers.

Model capability isn't the bottleneck anymore. Changing human behavior is.

Human change is slower than technical change, and the labs, the ones building the models, are now tipping their hand that we're in the thick S part of the adoption curve. We've spent two years marveling at what the models can do. The labs are now openly admitting that the limit isn't compute, or weights, or context. It's how many humans know how to put a model to work. Jon Gray at Blackstone called it “one of the most significant bottlenecks to enterprise AI adoption.”

The rapid change in the tools we use every day is why we named this community Agent Builders. Who can build software is changing. The skill is moving from “knows how to write code” to “can express the problem clearly and has taste about what good looks like.” So much of our job, yours, mine, is managing the human change of who gets to be a builder, and teaching people they already are one.

It's already showing up in the org chart. Companies are hiring AI accelerants, forward-deployed engineers who embed with marketing or sales and turn the team into agent builders. AI chiefs of staff are a real title now. PM, sales, and GTM are collapsing into one role: the outbound rep who hears the problem on the call, prototypes the fix, and ships it before the follow-up. The role on your business card is increasingly downstream of what you can actually make.

I think our resumes are going to reflect it: “Can you use Replit, Lovable, Claude Code, Cursor?” is the new literacy test, the way saying you could use a Word processor or Excel was in 2010. Your personal skills repo is now a mainstream way to demonstrate your competency with AI. Solo entrepreneurship is unstopped right now! Job titles and career paths are being reinvented in real time, and most companies haven't caught up to what their own people are already doing on the side.