Harrison Chase: Horizontal vs Vertical Agents | Model Routing: Commodity or Increasing in Value | The Future of the Inference Market

Harrison Chase is the co-founder and CEO of LangChain, which helps developers build, test and deploy AI agents. Backed by Sequoia Capital, Benchmark and IVP, LangChain has announced approximately $160 million in funding with the last round at a $1.25BN valuation. The company works with 35% of the Fortune 500, has surpassed one billion open-source downloads and processes over one billion events daily through LangSmith.

In Today's Show:

• Why Is It Still So Hard to Build AI Agents?

• Will the Model Labs Eat the Agent Stack?

• Is Model Routing a Real Business or a Commodity?

• Why Has No One Solved AI Memory?

• Why Are AI Bills Exploding as Tokens Get Cheaper?

• Should Companies Be Afraid of Chinese AI Models?

• Where Would Harrison Not Be Investing Today?

• Should Founders Take a Discount for Benchmark and Sequoia?

• OpenAI at $1.5T or Anthropic at $2T: Which Would You Buy?