Feb. 26 at 9:09 AM
$PATH Posted on X and I agree.
Phathom
@PhathomResearch
Computer "vision" will be solved within the next 12 months. This became clear when the MacroHard product vision leaked in January.
$PATH's ScreenAgent is currently the leader in this space. Anthropic's acquisition of Vercept today shows that they will also solve it soon.
This is not bearish for
$PATH - this is validation. They have been betting that computer vision was going to be highly in demand which is why they have been leading development in this area.
Anthropic is still not an agnostic orchestrator -
$PATH remains the only investable pure-play in agentic orchestration.
If you think the world is just going to be taken over by Anthropic, then sure, run for the hills. In time, this will be looked back on as foolish.
9:58 PM · Feb 25, 2026
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