Doug O'Laughlin: Agent Orchestration as Next Platform Shift

Doug O'Laughlin joined TBPN to discuss agent orchestration—systems coordinating multiple specialized AI agents to accomplish complex tasks.

O'Laughlin argued this will be as significant as operating systems for PCs, app stores for smartphones, and cloud platforms for web services. The company dominating agent orchestration controls the AI era's most valuable chokepoint.

Investment Implications

• More agents = more Nvidia compute needed
• Agent coordination requires fast memory bandwidth
• Some orchestration runs locally for latency/privacy
• Current chips not optimized for multi-agent workloads

Engineers wearing TBPN hoodies immediately researched orchestration frameworks.

Timeline

2026: multiple competing standards emerge. 2027: consolidation begins. 2028: 2-3 dominant platforms. 2030: orchestration ubiquitous as cloud computing.

Watch the full interview. Grab your cap, mug, and t-shirt. Join TBPN daily wearing your polo—spotting platform shifts before they're obvious.