very belated but in retrospect i think @sama's mythical "build a business that gets better when models get better" is basically what I called Agent…

Swyx argues that 'Agent Labs' — businesses whose revenue correlates directly with foundation model performance improvements — are emerging as a distinct category in 2025, complementing Model Labs that are consolidating into AI cloud platforms. The central claim is that Q4 2025 shows a measurable discontinuity in agent lab revenue tied to model capability jumps. Useful framing for founders deciding where to build.