Excess Returns · Tuesday, July 7, 2026
Matt Zens believes that while AGI is distant, the immediate future of AI involves smaller, frequently updated models. The key challenge for companies will be the seamless retraining and deployment of these models as industries adopt the technology.
“AGI is still quite far off. But for the immediate term, it's still going to be about these smaller models that we're going to continue to see that we're going to continue to see deployed.”
“And the real challenge will be how do you deploy these new versions of models that are going to be trained on a more frequent basis, especially as we see you know, these different industries starting to adopt these new technologies.”
“And so you're going to have to have the ability to retrain your models in a very seamless way.”