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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.

Games & Commerce

Mastercard to launch AI agent payments this week in partnership with Alchemy

Mastercard will launch a service this week with startup Alchemy that uses AI agents for everyday payments, the Wall Street Journal reported. Alchemy helps users have an AI bot issue a virtual card and set spending limits and purchasable product categories in advance. Mastercard and Alchemy said cardholder approvals can be handled in multiple steps, including pre-set conditions or reconfirmation before payment. Executives cite trust as a key barrier.