The Second Wave
The first wave of AI was about answers. Chatbots, image generators, code assistants — impressive, but fundamentally reactive. You asked, it delivered. That era is ending, and what's coming isn't a bigger model. It's a different relationship.
The second wave is about agents that act, not just reply. Software that doesn't wait for your prompt but pursues a goal across hours or days - booking travel, monitoring markets, negotiating with other systems, adjusting as conditions change. The bottleneck stops being intelligence and becomes trust. Can you hand it a task and walk away?
That shift changes who benefits. The first wave rewarded people who knew how to ask good questions. The second rewards people who know how to define good outcomes. That's a much rarer skill, and it's not technical.
There's also a quieter layer: AI woven into physical things. Robots that learn from demonstration instead of programming. Devices that anticipate needs before you voice them. The line between tool and teammate gets blurry fast.