Zortix matched this thesis to Artificial intelligence ETFs as one way for retail investors to get exposure. Not a recommendation.
The harness, not the gateway, is key for agents
The guest argued that for advanced, agentic AI workflows, the critical layer is the 'harness' (the application logic) rather than an external model gateway or router.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.