@heyshrutimishra: I think we may be overestimating AI agents and underestimating world models. An agent can take an action. But to run me…

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Summary

The author suggests that enterprise AI's next big step is not better agents but systems that maintain a world model of the business to simulate consequences and learn from actions. CarryGo is highlighted as a bet on making the business itself a world model.

I think we may be overestimating AI agents and underestimating world models. An agent can take an action. But to run meaningful parts of a business, AI needs to understand the world that action changes. Raise prices → demand changes. Increase ad spend → inventory changes. Change the product → competitors react. Make a bad prediction → the model should learn from what actually happened. Businesses are not collections of tasks. They are dynamic systems with state, constraints, feedback loops, and thousands of actors constantly changing them. This is why I think the next big step in enterprise AI won’t simply be “better agents.” It will be systems that maintain a persistent model of the business, simulate the consequences of possible actions, execute within constraints, observe what actually happened, and update their understanding. Observe → simulate → act → learn. That loop is much closer to how an autonomous organization would actually need to operate. The interesting thing about CarryGo isn’t that it gives businesses more AI agents. It’s the bet that the business itself can become a world model. If that works, the implications are much bigger than automating tasks.
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Cached at: 09/07/26, 05:02 PM

I think we may be overestimating AI agents and underestimating world models.

An agent can take an action.

But to run meaningful parts of a business, AI needs to understand the world that action changes.

Raise prices → demand changes. Increase ad spend → inventory changes. Change the product → competitors react. Make a bad prediction → the model should learn from what actually happened.

Businesses are not collections of tasks. They are dynamic systems with state, constraints, feedback loops, and thousands of actors constantly changing them.

This is why I think the next big step in enterprise AI won’t simply be “better agents.”

It will be systems that maintain a persistent model of the business, simulate the consequences of possible actions, execute within constraints, observe what actually happened, and update their understanding.

Observe → simulate → act → learn.

That loop is much closer to how an autonomous organization would actually need to operate.

The interesting thing about CarryGo isn’t that it gives businesses more AI agents.

It’s the bet that the business itself can become a world model.

If that works, the implications are much bigger than automating tasks.

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