AI STRATEGY
Over the next 12 months, generative AI is getting better, specifically at context window size. You can now paste entire documents and ask for contract analysis. Through vector databases and RAG, systems can have context windows including your company’ s full corpus of information.
The second thing I’ m watching is everything related to agents and agentic workflows. There’ s a tremendous amount of false information, with companies rebranding workflows and RPA as agentic when they’ re not. What makes something truly agentic isn’ t a multi-step sequence, but having a meta structure where it doesn’ t have a defined path, has a goal state, and iteratively takes action, senses outcomes, adjusts expectations, and replans until achieving the goal.
We’ re well positioned because we’ re AI native, building from the ground up in an AI world. We registered LightSource. ai in 2020 before people knew what that meant. Our team is everything – I came from Tesla and Waymo, Pieter led McKinsey’ s procurement practice for a decade, our CTO Idan came from Google X and Google Research where the transformer model was created.
We’ re a technology business first and foremost. We’ ve grown purely through word of mouth and referrals because in the short term, technology adoption is a popularity contest, but in the long term, it’ s based on actual performance. Companies using LightSource will outperform competition significantly, finding not just better outcomes, but better quality of life for their people.
“ In the short term, technology adoption is a popularity contest, but in the long term, it’ s based on actual performance”
SPENCER PENN, CO-FOUNDER AND CEO, LIGHTSOURCE
124 July 2025