hello

Welcome to Frontier Tech & Alpha.

Building What's Next: AI workflows, agent show & tell, and the future of software.
17:30 DOORSWARM-UPTALKSSHOW & TELLLIEFERANDO · SCHLESISCHE STR. 34
Hitesh Kar
Hitesh Kar (HK)
organizer
Sam Ewdala
Sam Ewdala
co-organizer · the responsible one
TUE SEP 15 2026 · BERLIN
→ warm-up  ·  01 / 21
Hitesh Kar
warm-up · 5 minutes

Find the closest stranger.

60 SECONDS PER QUESTIONBOTH OF YOU ANSWERDON'T HOG THE MINUTE
01
What's keeping you awake at night right now?
Excitement or stress. Both count.
02
What's an underappreciated asymmetric insight you have?
Something you believe that most people here don't.
03
What did you hand to your AI this month that you wouldn't have trusted it with three months ago?
How did it go?
04
Do you have a contrarian take on anything?
The one you don't post.
05
What did you change your mind about this year?
And what changed it.
Warm-up before the talks. Swap partners if you already know each other.
02 / 21
sudo
Hitesh Kar · StockDrifts

Your AI Can
Do More.
Should You Let It?

AI harnesses, self-improving software, and who gets to decide what happens next.
LIVE DEMO · TAALAS HC1 9 HARNESSES READ FROM SOURCE BIA HUBS · BERLIN · SEP 15 2026
→ to advance  ·  03 / 21
Hitesh Kar
live · chatjimmy.ai

Watch the cursor.

0.07s
14,142tok/s
PRD, spec, code, tests. 1,150 tokens.
OPEN CHATJIMMY.AI ↗LLAMA 3.1 8B, HARDWIRED
chatjimmy.ai, the public demo of Taalas' HC1 chip · recorded Sep 14 2026
04 / 21
Hitesh Kar
the silicon

Nvidia won on one bet. The new chips bet narrower.

matmul
GPU Nvidia · matrix multiply
One bet, held for decades. It became general AI compute.
any model
attentionattentiontransformer only
Transformer ASIC Etched · Sohu
$700M at $21B, Aug 18. First rack shipped to Jane Street.
transformersonly
Llama 3.1 8B · etched
Model-in-silicon Taalas · HC1 · Toronto
Weights burned into the chip. You just watched it. AMD bought it, Aug 6.
17,000 tok/sper user
generalityspeed · AI at the cost of silicon
AMD press release, Aug 6 2026 (terms undisclosed) · Etched press release, Aug 18 2026 · Taalas HC1 on Llama 3.1 8B, Feb 2026
05 / 21
Hitesh Kar
a preview of the next hour

Loops inside loops.

Cyriak, via Giphy
06 / 21
Hitesh Kar
definition

A harness is everything around the model.

model context in the loop tools permissions memory
  • 1
    Extract what the weights know.
  • 2
    Feed it the right context.
  • 3
    Loop it until the output is right.
  • 4
    Decide what it may do.
The model is shared. The harness is personal.
Harness Lab working definition: prompt, tools, loop, context, permissions, memory
07 / 21
Hitesh Kar
YC S26

Even YC ships the hype.

M
Molar
AI agent for dentists
H
Haulr
AI agent for freight
T
Taxly
AI agent for accountants
W
Wardly
AI agent for hospitals
A
Agentr
AI agent for AI agents
C
Clausr
AI agent for lawyers
R
Rentr
AI agent for landlords
P
Platr
AI agent for restaurants
K
Klaimr
AI agent for insurers
234 COMPANIESDEMO DAY: LAST WEDNESDAY
Names invented. Batch: ycombinator.com, Summer 2026, Demo Day Sep 10 2026
08 / 21
Hitesh Kar
the nine I read

I read all nine. From source.

Claude CodeAnthropic
CodexOpenAI
Gemini CLIGoogle
Kimi CLIMoonshot
Grok BuildxAI
DeepSeek HarnessDeepSeek
OpenCodeSST
HermesNous Research
GLMZhipu · Z.ai
Harness Lab · repos cloned Jul 19 + Aug 31 2026 · every prompt verbatim at frosty-mosaic-r777.here.now
09 / 21
Hitesh Kar
what they have in common
i

Same loop in all nine. Four places differ.

THE LOOP send transcript + tools → run → append → repeat 15 lines, Claude Code to DeepSeek
01 · what it knows
Context
Kimi lets the model roll its own context back.
kimi-cli · dmail
02 · what it can touch
Tools
Codex: three tools and a sandbox. Claude Code: eighteen.
codex · claude code
03 · what it may do
Permissions
"One approval is not a blank check."
grok build · prompt.md
04 · what it remembers
Memory
DeepSeek: everything is a plugin, even the loop.
deepseek-harness
Two are decisions: context and permissions. press i
Harness Lab, prompts read from source · Codex ships 3,917 words to GPT-5 and 1,221 to codex-tuned models
10 / 21
Hitesh Kar
frontier · from the nine
i

Twelve things that are new in 2026.

01 · Claude Code · Codex
Deferred tool loading
Ship tool names only. Schemas load on demand.
02 · Kimi K3 · GLM-5 · Claude · Codex
The preserved-thinking contract
Reasoning blocks go back in. The transcript is no longer freely editable.
03 · Grok Build · hashline
Anchored editing
Content-hash anchors instead of exact-string matches.
04 · Kimi · D-Mail
Model-initiated context editing
The model folds its own context into a note to its past self.
05 · Codex (6) · OpenCode (7) · Gemini
Per-model prompts
One prompt per model family. Trained-in behaviour shrinks prompts.
06 · Gemini CLI
The prompt is benchmarked code
Prompt edits gated behind SWE-bench.
07 · GLM Coding Plan · Kimi · MiniMax
Harness and model decoupled
Borrow the harness, train the model to fit it, sell tokens.
08 · Hermes /learn · Claude Code skills
Self-writing extensibility
Agents write their own SKILL.md. AGENTS.md is a Linux Foundation standard.
09 · Gemini · Claude Code · Kimi
Injection defense in the transcript
Wrappers with explicit authority tiers.
10 · DeepSeek Harness · Aug 2026
The harness as a plugin kernel
Loop, model, log, sandbox, compaction: all plugins.
11 · DeepSeek Harness
Event-sourced sessions
Append-only log, deterministic replay, 175 snapshot fixtures.
12 · DeepSeek Harness
Run your rival as a subagent
Claude Code and Codex as backends. Your hooks still work.
Harness Lab · read from source, Jul 19 + Aug 31 2026 · press i for the detail
11 / 21
Hitesh Kar
context · a receipt from my own desk

The smartest model on earth talked me out of Dell.

Tweet, Sep 1 2026
+15.8%
Dell, the next day.
+8% after hours the same evening.
Sep 1 · 16:00
I want to sell DELL puts
I give Fable 5.1 my thesis and the analyst revisions, all up. It says: "already in the price." I don't trade.
Sep 1 · 17:30
DELL +8% after hours
Sep 2 close: 425 → 492. Opportunity cost.
Same public context as every other session that day. No harness. A model without one is a very smart average.
@hiteshkar, Sep 1 2026 · Fable 5.1 released Sep 1 · DELL close $425.00 → $492.20 (FMP) · not investment advice
12 / 21
Hitesh Kar
a public company shipping a harness

AmplitudeAmplitude ships a harness. Wave.

ANALYTICS SINCE 2012BOUGHT STATSIG'S PRODUCT FROM OPENAI · MAY 2026WAVE · JUN 20263× PRs · 5 h → 44 MIN · 5% OF PRs BY PMs$AMPL +78% SINCE JUNE
01 · Watch
Session replays
02 · Find
Search fired per keystroke
03 · Plan
3 chars + 200 ms
04 · Build
Cursor wrote the PR
05 · Human
Mark clicked merge
06 · Measure
99 → 1 failures a week
Amplitude Q2 FY26 demo · Wave, full circle · 1:54 · click to play
Amplitude Q2 FY26 call + demo, Aug 2026 · "No engineers, no designers, and no product manager" · Statsig product agreement May 5 2026 · FMP quote Sep 14 2026
13 / 21
Hitesh Kar
my bet

The PM of 2027 manages context, permissions and approves pull requests.

fix(search): gate docs search on 3 chars + 200 ms debounce #538
Open wave-bot wants to merge 1 commit into main from wave/search-debounce · evidence: 412 replays, 99 failed searches / week
✓
review-agent · tests passed · replay recorded
2 min ago
✓
statsig · rollout 1% → 100% · auto-rollback armed
1 min ago
?
Worth it? Right strategy? · a person answers this one
waiting on you
Request changes
Approve & merge
Mock PR from the Wave demo. My bet. Wave's rejection list still needs a person for "not worth it" and "bad strategy"
14 / 21
Hitesh Kar
first-hand · stockdrifts.io/transcript-agent

My transcript agent. The four boxes, filled in.

01 · what it knows
Context
Earnings calls only, verbatim. 4,000+ companies, pulled by ticker, topic and importance. Never the whole corpus.
transcript_signals · topic · importance
02 · what it can touch
Tools
Its choice, from a fixed menu: quote, market cap, news, insider trades, 13F holders, filings. Skills load on demand.
mcp_stockdrifts_* · load_skill · run_python
03 · what it may do
Permissions
Read only. It cannot trade, post or spend. Every quote carries a citation you can open. 5 free messages, then a paywall.
AGENT_TIER_LIMITS · X-User-Id scope
04 · what it remembers
Memory
Writes dated notes about you and the market, reads them next session. "as-of 2026-09-13: user cares about AI infrastructure."
research_notes · memory
Context and permissions I chose. Tools and memory it works out itself.
Live check Sep 15 2026: one question ran six tool calls (skill load, quote, news, transcript signals, memory write). It skipped insider sales. Its choice.
15 / 21
Hitesh Kar
the unsolved problem · 1–2 years

Windows stay finite. Compression is the job.

You already do this every day
you, ten years deep trillions of tokens compress a few words your teammate acts on it
Agents will work the same way. Specialists hand compressed context to an orchestrator that decides who gets which slice.
ORCHESTRATION: UNSOLVEDWHO GETS WHICH CONTEXT IS A PRODUCT DECISION
Opinion. All nine harnesses already do this: subagents return summaries · GIF via Giphy
16 / 21
Hitesh Kar
if you're building anything new

Your next user is an agent.

57%
of web requests are bots. They passed humans on Jun 3 2026.
20242025Jun 2026 50% crossover · Jun 3 2026 humans bots + agents
Agentic traffic · 2025 vs 2024
+7,851%
Cloudflare
MCP tool calls · Amplitude
1.21M / week
from other people's agents
Cloudflare Radar, 57.4% of HTTP requests · Matthew Prince on X, Jun 3 2026, 18 months ahead of his own forecast · Amplitude Q2 FY26 call · chart shape illustrative
17 / 21
Hitesh Kar
the detail that decides it

Google learned the human threshold. Learn the agent's.

500 ms
Google, 2006. 20% less traffic.Marissa Mayer, the 30-results test
100 ms
Amazon, 2006. 1% less revenue.Greg Linden
50 ms
Agents. Where they route around you.my bet
Humans forgive a spinner. Agents call the next tool.
Marissa Mayer, Web 2.0 Summit 2006 · Greg Linden, Amazon · Google 2009: 400 ms cost 0.59% of searches per user · 50 ms is a prediction
18 / 21
last tip

Remove yourself from the loop.

The model is fine. The harness is where we're behind.
Experiment. Experiment. Experiment.
Harness,
baby.
Hitesh Kar
Hitesh Kar · Founder, StockDrifts.io · Frontier Alpha, Berlin, Sep 15 2026 · sources on every slide
19 / 21
Hitesh Kar
a prediction

Next door: Life Sciences and AI research.

Writing, reasoning, coding, life sciences and AI research
via imgflip · the last door is the next slide
20 / 21
Hitesh Kar
a harness around a wet lab

Lila points the loop at a wet lab. The model picks the experiment.

lila.ai · "The lab of the future should feel like a data center." · Rafa Gómez-Bombarelli, CSO
Insilico Medicine · robotic lab tour · 60 s · click to play
Lila · Flagship
$550M raised
in talks at $8.5B. 10T verified tokens.
Insilico · HKEX 3696
78 molecules
tested to reach a Phase III drug.
CONTEXT · 10T VERIFIED TOKENSTOOLS · EVERY INSTRUMENT IS AN APIPERMISSIONS · HUMAN-GRADE RIGORMEMORY · THE MODEL IS THE PRODUCT
Lila footage: lila.ai (AI Science Factory film, silent) · Insilico: official lab tour, YouTube, Oct 2023 · Bloomberg Jun 3 2026 · HKEX listing Dec 30 2025, rentosertib Phase III Jul 2026
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