Agents on Steve Hatch's Blog

2025 AI Year in Review: We’re Back at the GeoCities Moment

Wed, 24 Dec 2025 15:10:07 +0000

If 2025 felt like the year AI almost became magic and then immediately turned into plumbing, congratulations. You were paying attention.

For a brief and unhinged stretch, models felt AGI-adjacent. Demos were jaw-dropping. Twitter became unreadable. Every startup pitch sounded like a spiritual awakening with a deck. And then something deeply inconvenient happened.

Reality arrived. With a clipboard.

Death of SaaS: Why Autonomous AI Services Are Quietly Replacing Software Giants

Tue, 21 Oct 2025 17:41:01 +0000

Ten years ago, software companies sold tools.
In the next ten, they’ll sell results.
And if that sounds like semantics, it’s because most people haven’t realized that AI just killed “Software-as-a-Service” and replaced it with something bigger — what Foundation Capital calls “Service-as-Software”.

The Shift No One Saw Coming

In the SaaS era, customers paid for access — a login, a dashboard, an API key.
The responsibility for performance sat with the user.

The AlphaGo Moment for AI Research: When AIs Start Designing AIs (And Humans Become the Bottleneck)

Thu, 31 Jul 2025 11:21:50 +0000

Read the full paper here (arXiv 2507.18074)

Welcome to the Age of AI That Designs AI (While We Watch, Slightly Nervous)

Remember that time AlphaGo made Move 37 and all the Go grandmasters collectively spat out their tea? Well, buckle up, because the latest paper from Shanghai Jiao Tong University and friends claims we’ve just had an “AlphaGo moment” in AI research itself. Yes, you read that right: the machines are now inventing their own architectures, and apparently, they’re pretty good at it.