a rare longer form brain dump about a shift that's happening in AI and how it informs how we're building Surf
many AI companies are making a massive bet right now: whether to build for agents or humans
the agent-first crowd is building for automation, launching skills and APIs that are composable but require configuration and a baseline level of technical understanding that many users still lack. the human-first crowd faces the opposite problem. they're creating interfaces that are easy to use but still can't autonomously execute the more complex tasks many users want done
one frontier lab that's struck this balance well so far is Anthropic. by bringing technical, agent-first products like Claude Code to market alongside no-code, human-facing products like Cowork, they've shown that building for one user group doesn't mean neglecting the other
another company that's taken a contrarian approach is Perplexity. while most AI companies have been racing to build better models, Perplexity has focused on what you build around them. their recent launch of Computer demonstrates that the most powerful part of an agentic system is often the orchestration, the data, and for human-facing products, how well you hide the complexity from the user
this is something Surf has been doing since v1.0. under the hood we run multiple specialized agents, each using different models for the tasks they're best at. one model is better suited for interpreting onchain activity across wallets, while another is better at synthesizing narrative from social and market data. that's why we don't use a single model for all our agents
crypto is one of the areas where orchestration matters most. operating in this industry requires access to real-time onchain data, specialized tooling, and domain-specific context that general purpose AI doesn't have
with Surf 2.0, a non-technical analyst will be able to build custom dashboards without writing a line of code, while behind that interface the same data, APIs, and tools are completely accessible to agents running autonomous workflows. by designing Surf this way, we're replacing the need for multiple data sources and manual reasoning across technical analysis, social sentiment, onchain data, and project fundamentals for humans and agents alike
my bet is that the companies doing the hard work of specializing for both user groups in industries where general purpose AI falls short will be the winners. that's what we're building for crypto