AI & Enterprise

Tech Insight: Ambitious scenarios from the great unbundling of intelligence

Foundation Capital partner Jaya Gupta (자야 굽타) says large language models have bundled many functions into a single model, but that bundling is beginning to unwind. She describes a “great unbundling of intelligence” driven by differences in compute needs, performance, latency and cost across capabilities. Gupta says agents amplify the impact of small cost and latency gaps across many steps. She argues judgement models, rerankers and separate search services can replace expensive general models for routine work.

Industry

Coupang buys 7,000 tonnes of fruit from depopulating areas, record high for January-August

Coupang bought 7,000 tonnes of fruit from regional farms, including depopulating areas, in January to August, its highest amount for that period. The company said purchases across eight areas rose 10 percent from a year earlier. The volume is close to last year’s annual total of about 7,600 tonnes, and Coupang expects full-year purchases to exceed 8,400 tonnes.