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LangChain CEO on inference markets, agents, and where AI value accrues

Harrison Chase discusses the future of model routing, agent costs, and whether the inference market becomes a commodity or grows in value.

Summarized from @20VC, . 30-second read.

LangChain CEO Harrison Chase breaks down how the market is shaping up and whether specialized models or frontier models win in production. He explains why better models force his team to remove features, the role of neutral agent frameworks, and the emerging opportunity in vertical agents built for specific industries.

Chase weighs in on model routing, AI evals, agent memory layers, and cost pressures as scale. He also addresses whether enterprises will build proprietary models, the value of open-source alternatives, and where the real economics sit in the agent stack as inference requests multiply.

The conversation touches hiring, engineering velocity with AI tools, and where can actually help founders today.

Read the full story at @20VC

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