The venture capital firm Andreessen Horowitz has published an analytical report. It presents the theses of Hebbia CEO George Sivulka. He argues that artificial intelligence is not a substitute for humans. On the contrary, AI is changing approaches to labor management. Sivulka came to a paradoxical conclusion about the modern market. For the first time in history, people have become cheaper than software. Moreover, AI creates more jobs than it eliminates. Modern companies have received virtually endless staff of AI agents. However, most have not yet learned how to manage them effectively. Sivulka draws interesting parallels between human collectives and agent systems. They have the same weaknesses in their work. This is inefficient use of resources and duplication of processes. There is also an accumulation of unnecessary costs and a lack of clear evaluation criteria.

The author calls one of the main problems "cycles" in the work of agents. Agents perform the same actions multiple times due to unclear tasks. Sivulka notes that companies spend tokens simply to spend tokens. Most of the costs of large language models are related to incorrect process design. Only one person out of a hundred knows how to properly provide the AI with the necessary context. According to the expert, the main competitive advantage will be our own assessment systems. These systems will determine the quality of agents' work in the future. Although a16z claims that AI is shaping a new job market, the cuts continue. Recent months have been accompanied by large-scale layoffs in the technology sector.

Oracle has launched a redundancy program that could cover 30,000 employees. Coinbase announced the layoff of about 14% of its staff due to market volatility. BitGo will lay off almost 15% of its employees to focus on security and AI infrastructure. PIP Labs has reduced its staff by 10-15% amid the introduction of AI technologies. HSBC plans to lay off up to 20,000 employees as part of business process automation. Morgan Stanley analysts predict cuts in European banks. Automation can increase productivity by about 30 percent. According to Sivulka, the next big market will be companies for process restructuring. The results of the Anthropic study show an ambiguous attitude towards this transformation. Almost 20% of respondents explicitly stated their fear of losing their job.