The speaker believes many unsaturated opportunities remain in long-running agentic tasks that apply greater intelligence to problems previously impractical to brute-force.

“I actually think there are more than maybe people anticipate, but they're increasingly going into the direction of you get that alpha, um, or that return by doing extremely long-running agentic tasks on things that historically you were not really able to brute force, but maybe you can with a lot more intelligence behind it.”