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Shoal Research
@Shoalresearch
Research firm at the cutting edge of the Agentic Economy and Capital Markets
Joined December 2022
12 Following    6.1K Followers
Agents Are the New Websites: MoonPay's AI Lead, Tony Plasencia on the CLI Bet and Agent Commerce Shoal Signal with @tonyplasencia3, AI and agents lead at @moonpay, hosted by @zaddycoin We cover why everything is just a tool call, the pivot from chat to CLI, the big-three orchestrators and a finance-first Perplexity, why agents are the new websites, a curated skills marketplace, and how x402 expands TAM below the subscription floor. 0:00 Intro and Tony's path through Solana 2:40 Everything is just tool calls, and the CLI pivot 5:09 From orchestrator to spoke in the stack 8:09 The big three and verticalized orchestrators 11:10 Real use cases, prediction markets to commerce 12:46 Headless merchants and agent-ready catalogs 17:06 Agent SEO and "agents are the new websites" 20:24 A curated skills marketplace, not malware 21:33 Routing as a Michelin chef and sous chefs 25:51 What comes next, back to verticalized chat 29:22 What enterprises actually ask for 31:51 Charging on results, proving your value 36:00 Stablecoins, Iron, and the licensing moat
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