Pacing the Frontier - Capto Weekly #38

Mission Accomplished 🤝

Competing AI leaders Dario Amodei (Anthropic) and Sam Altman (OpenAI) apparently can agree on one thing, it’s time to slow down.

One camp says it’s responsible and that AI is on track to threaten humanity in 5-10 years. Others claim this to be the most an S-tier move in investor relations ahead of IPOs.

Well thankfully, if we are wrong in leaning towards the latter and belief this is all financially motivated... there will be no one left to say “told ya so” when we are all extinct a few years from now😅...

Doom and gloom jokes aside, here’s some reasons why:

• Significant progress has been made, but accuracy is still an issue, we see LLMs regularly making mistakes with basic accounting rules.

• Competition is real: smaller, specialized models, often outperform household names.

• Competition is real (v2): open source models are seeing impressive traction.

As it seems we are devoting this edition to predictions, we have a few more:

• AI fortune will favor those who build to own, not rent from LLMs.

• Long term outcomes and ROI will be driven by those who put security and accuracy first.

• No matter what pace LLM models accelerate, value will increasingly live outside; the systems, workflows, data, and controls built around it.

We’ll happily let the model companies fight over who has the smartest model (and who can manipulate Wall Street expectations best). We’re focused on what businesses can actually build, own, and trust.

Did we mention we are bootstrapped?
No investor pressure here.
Just working AI & Automation projects delivered every day!
(our calendar to talk)

Capto

Company updates worth highlighting.

• What can we build in two weeks? - quite a lot, actually - more from our step-by-step client journey with Laurie Borlace of RedBrick Accounting.

• More of our top convictions, backed by multiple tests - code is better than prompt, here’s why.

• Focus on the business matters - what should come first when building AI

• Just a French guy, building a company in Bulgaria - and meeting everyone in-between - many thanks to CCI France Bulgarie and too many friends to mention!

Spokes

A section dedicated to highlighting the work of our official allies.

• Have we collaborated before? Would you like to? Looking for a boost in visibility? We are continuing to build out this program and open to discuss adding members to our directory.

You

Doing our part in a community-based approach where our feeds, inboxes, and meetings are the source for learning and happiness.

• We advocate working from anywhere already, but some people are enlightening us about working from *literally* anywhere. David van der Plicht is out there completing 5K meetings and Brianna Doe offers some not-so-spicy takes about working from home that match. This. Is. The. Way.

Capto helps Finance teams (and adjacent functions) adopt intelligent automation in environments where accuracy, risk management, and accountability are critical. We design and deploy bespoke AI Agents, true “AI employees”, fully owned by our clients. No black boxes. No dependency. Just stronger internal IP and a sustainable competitive edge.

Our approach allows us to tailor each project to our clients’ unique processes, handle end-to-end across multiple systems, and once delivered are paired with dedicated developer resources to ensure stability.

Structured with commercial guarantees, technical transparency, and enterprise-grade compliance. Capto offers clients flexible relationship options for all stages of their AI journey; process discovery & analysis, documentation, development, maintenance, and evolution.

Capto prioritizes sustainable, high-quality, and direct decision making that leads to long-term relationships and to support our network-driven approach.