Ultimately, RLVR is not mature enough, nor is it as interesting of a book. Those are the two main reasons I don't want to rebrand. There's also some personal career strategy involved, but that should be independent of what is objectively a good book. RLVR will change significantly in the next 18 months. We've already seen new algorithms, but I believe there's much more to come regarding proper pre-training, data, and how tool use emerges. All these factors are central to how RLVR will be perceived. I'm watching to see if O3 becomes a niche model or the standard path everyone needs to follow, especially with its unique style of tool use in search.

ModerML is an AI workspace designed for financial services. We built a workspace similar to the Office suite, offering our own versions of Word, PowerPoint, and Excel. The key difference is that it's built on an agentic system, mirroring the resources a human has at the firms we work with. Specifically, if you're a human at FirmX, you'd have access to your files, folder systems, emails, CRM, data vendors, real-time public information, public filings, and internal custom datasets. We call this a cognitive architecture.

The applied AI market will likely involve companies building agents, which I believe are the new apps. This will be the primary product format. For example, companies like Sierra help businesses create agents for customer experience and service, handling phone calls and chats. Then there are companies like Harvey, which develop agents for the legal and paralegal professions, assisting with antitrust reviews and contract analysis. Other companies focus on content marketing or supply chain analysis. This will likely be an "as-a-service" market, with higher margins, because these companies sell solutions that achieve specific business outcomes, rather than just being a byproduct of the models themselves.