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AIE Europe Debrief + Agent Labs Thesis: Unsupervised Learning x Latent Space Crossover Special (2026)

23 Apr 2026 28 published claims 2 attributable people
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Speakers in the public record

Shawn WangJacob Effron

Claim mix

belief 18evaluation 4recommendation 2prediction 2commitment 1preference 1

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Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.

Claim ledger

The useful parts, with receipts.

28 published records

03 / belief

I, I think there’s just a kind of different stages when, when you talk about the world, one wanting more model companies, I talked think about like the neo labs.

“I, I think there’s just a kind of different stages when, when you talk about the world, one wanting more model companies, I talked think about like the neo labs.”
Speaker
Shawn Wang
Publisher
Latent Space

04 / belief

I think harness is particular like, so interesting. Um, you know, there was this tweet from Harrison Chase, the, the lane chain, CEO, that, that caught my eye recently where he said, you know, it finally feels like we have stability, uh, around the infrastructure for, uh, you know, around ai.

“I think harness is particular like, so interesting. Um, you know, there was this tweet from Harrison Chase, the, the lane chain, CEO, that, that caught my eye recently where he said, you know, it finally feels like we have stability, uh, around the infrastructure for, uh, you know, around ai.”
Speaker
Jacob Effron
Publisher
Latent Space

07 / belief

To, to the end customers and like, well, if they didn’t have you, they would’ve to hire in house and they’re not gonna hire in house so they have you. And like, I think that’s like a reasonable, like very robust to any whatever trends and, and discoveries that people make in, in the engineering layer.

“To, to the end customers and like, well, if they didn’t have you, they would’ve to hire in house and they’re not gonna hire in house so they have you. And like, I think that’s like a reasonable, like very robust to any whatever trends and, and discoveries that people make in, in the engineering layer.”
Speaker
Shawn Wang
Publisher
Latent Space

09 / belief

Comparatively, like, I think you should make, Hey, I guess while, while that’s going on, it’s not that bad to be a capabilities explorer on just the $200 a month plan from Cloud Code or from OpenAI.

“Comparatively, like, I think you should make, Hey, I guess while, while that’s going on, it’s not that bad to be a capabilities explorer on just the $200 a month plan from Cloud Code or from OpenAI.”
Speaker
Shawn Wang
Publisher
Latent Space

10 / belief

Um, and obviously I’m involved in cognition and also cursors doing, doing, uh, a lot of own model training. And I think that that is some part of the, what I’ve been calling the agent lab playbook, where you start off with the state of the art models from, uh, from the big labs and you, uh, specialize for your domain.

“Um, and obviously I’m involved in cognition and also cursors doing, doing, uh, a lot of own model training. And I think that that is some part of the, what I’ve been calling the agent lab playbook, where you start off with the state of the art models from, uh, from the big labs and you, uh, specialize for your domain.”
Speaker
Shawn Wang
Publisher
Latent Space

11 / belief

I think that, um, for it to, for the market structure to, to significantly change there would be, there needs to be significant change in like the economics or like the, the brand building or like the, the, the, the value propositions of the, of the companies involved and I.

“I think that, um, for it to, for the market structure to, to significantly change there would be, there needs to be significant change in like the economics or like the, the brand building or like the, the, the, the value propositions of the, of the companies involved and I.”
Speaker
Shawn Wang
Publisher
Latent Space

12 / belief

What I’m less clear on is the kind of DIY RL use case, which I think is really mostly around, you know, improved, uh, quality for, for different things.

“What I’m less clear on is the kind of DIY RL use case, which I think is really mostly around, you know, improved, uh, quality for, for different things.”
Speaker
Jacob Effron
Publisher
Latent Space

13 / belief

Of Braintrust where he, and he, I mean, you know, he has a good cross section of all the top AI companies and he says market share of open source is 5% and going down. Um, I think that’s changed.

“Of Braintrust where he, and he, I mean, you know, he has a good cross section of all the top AI companies and he says market share of open source is 5% and going down. Um, I think that’s changed.”
Speaker
Shawn Wang
Publisher
Latent Space

14 / belief

The, uh, the incentive structure of these labs is always gonna be maximal, you know, token consumption for, uh, for the end customers they work with. And there’s just, I think, so few companies that have actually gotten to massive scale.

“The, uh, the incentive structure of these labs is always gonna be maximal, you know, token consumption for, uh, for the end customers they work with. And there’s just, I think, so few companies that have actually gotten to massive scale.”
Speaker
Jacob Effron
Publisher
Latent Space

16 / belief

Everyone says like, yeah, we should always, always do this. And honestly like, I think the infrastructure for that is becoming easier with, um, like thinking machines tinker thing as well as primary like, uh, lab stuff.

“Everyone says like, yeah, we should always, always do this. And honestly like, I think the infrastructure for that is becoming easier with, um, like thinking machines tinker thing as well as primary like, uh, lab stuff.”
Speaker
Shawn Wang
Publisher
Latent Space

20 / recommendation

Yeah, like I would actually advise and topic to tune down the marketing because also it’s, it is just a very good model and you don’t have to make so many marketing claims around it.

“Yeah, like I would actually advise and topic to tune down the marketing because also it’s, it is just a very good model and you don’t have to make so many marketing claims around it.”
Speaker
Shawn Wang
Publisher
Latent Space

23 / evaluation

Whereas any kind of like later, even the labs themselves, any later stage company, the bands of which that company might be worth right now, even in a year or two years are so massive because of how fast the ecosystem changes that it’s like.

“Whereas any kind of like later, even the labs themselves, any later stage company, the bands of which that company might be worth right now, even in a year or two years are so massive because of how fast the ecosystem changes that it’s like.”
Speaker
Jacob Effron
Publisher
Latent Space

24 / recommendation

Beyond that, I think honestly there is like, so I, I come from the sensibility of, I think everything that you are trying to do for agents experience now, which is the term that Matt Bowman and Nullify is trying to coin, is the same thing that you should have been doing for developer experience.

“Beyond that, I think honestly there is like, so I, I come from the sensibility of, I think everything that you are trying to do for agents experience now, which is the term that Matt Bowman and Nullify is trying to coin, is the same thing that you should have been doing for developer experience.”
Speaker
Shawn Wang
Publisher
Latent Space

25 / prediction

Um, I do think, like, uh, it is interesting that, uh, for a while I was, I was considering the theory that models capped out at two, 2 trillion, and I think that’s proving to be wrong.

“Um, I do think, like, uh, it is interesting that, uh, for a while I was, I was considering the theory that models capped out at two, 2 trillion, and I think that’s proving to be wrong.”
Speaker
Shawn Wang
Publisher
Latent Space

26 / prediction

I think the personalization turn that is coming, um, will be big. And I don’t know what that looks like because like basically we’re kind of, we feel kind of tapped out on the memory side of things.

“I think the personalization turn that is coming, um, will be big. And I don’t know what that looks like because like basically we’re kind of, we feel kind of tapped out on the memory side of things.”
Speaker
Shawn Wang
Publisher
Latent Space

27 / evaluation

Minimal in, in a sense of like, the worst you do is you just get hired into one of these labs anyway. So I, I think the, the market for people who just do things and try things and try to execute in like a competent way, even if like it doesn’t work out commercially, even if it just wasn’t that great anyway.

“Minimal in, in a sense of like, the worst you do is you just get hired into one of these labs anyway. So I, I think the, the market for people who just do things and try things and try to execute in like a competent way, even if like it doesn’t work out commercially, even if it just wasn’t that great anyway.”
Speaker
Shawn Wang
Publisher
Latent Space
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