For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models.

Walrus Sessions 6 is live with @inkray_io. A 30-day challenge to write about AI agents and Walrus Memory, the tech, the use cases, and what portable memory actually makes possible. $3,000 WAL prize pool. Here's how it works 👇

EV chargers earn revenue that only operators can verify, making them hard to invest in. So @GoraeProtocol is bringing 50k+ chargers onchain. Each session settles as a payment on Sui, with a verifiable record on @WalrusProtocol. Trust unlocks capital. Capital unlocks scale.

Everyone's cheering that making an agent will soon be as easy as posting. Now read the second-order effect: millions of agents, built by people who will never read a line of what they made, acting with real permissions. Accountability is the real bottleneck. The winners won't be whoever makes agents easiest to create, but those who makes them possible to trust.

So let me get this straight.... 1. Agents are about to outnumber humans on the internet, so most of the traffic, transactions, and conversations online will soon be machines talking to other machines while we sleep. 2. Superintelligence exists now, and for $20/mo you pretty much get it all. 3. Cloud agents allow you to run a business 24/7 and from literally a phone while you're waiting to order a latte. 4. Voice AI is wide open. This industry has barely changed since the 90s. Infinite opportunities. Voice AI is finally getting good enough. 5. Mobile apps are interesting again for the first time in 10 years, because an AI-first app that thinks and acts on its own is a different species than the passive ones in the store today. There are kids doing $100k/MRR. 6. It's the golden age of open source. The models you download off Hugging Face for free and own forever are landing within months of the ones behind paywalls, so the smartest thing on earth can't be throttled, priced up, or shut off by a company having a bad quarter. 7. The keyboard is on its way out. We spent 40 years learning to type fast, and it's about to feel like handwriting, because soon you just talk and the computer goes and does it. 8. Every company is about to hire agents with their own logins, their own inboxes, their own track records, and a shadow economy is forming where agents pay, hire, and vouch for other agents. 9. Software stopped being something you buy and became something you rent by the hour. The whole industry is repricing from $50 a seat to thousands per outcome. Tons of opportunity. 10. Robots are about to have the moment software agents just had. The intelligence got solved. Now it's dropping into machines with arms and legs, and the people who can wire AI into hardware are about to be the most fought-over hires on earth. 11. The 10-person startup can now out-ship the 500-person company, and everyone can feel it happening. 12. Every white-collar task is getting a "do it for me" button, and most people haven't pressed it yet. 13. Data you've been sitting on for years is suddenly worth something, because now an agent can actually use it. 14. Language stopped being a barrier. Real-time translation that actually works means the next huge consumer app might get built for a market you can't even read, by someone you'll never meet. 15. Every SOP is turning into a product. The way a business does one thing, written down as a markdown file an agent can run, is now something you can sell. Knowledge that used to live in someone's head became downloadable. 16. The moat moved from what you know to how well your business is written down. The company an agent can actually run wins, so being legible beats being big. 17. Since agents will get scammed by other agents, a whole trust layer has to get built. The Yelp for agents. The escrow for machines. Wide open. 18. You keep the whole thing now. A business that needed 50 people to hit $10M needs 3 and some agents, so instead of splitting it 200 ways with investors, it's just yours. 19. Search engines minted a generation of millionaires and billionaires. LLM search is about to do it all over again. Billions of eyeballs are moving off Google and onto ChatGPT, so being the answer inside the models is the new front page. 20. The margins are stupid. You charge someone what they'd pay a human, and it costs you a few bucks in tokens. That gap used to go to payroll. Now it goes to you. Any one of these would DEFINE a decade on its own. We got ALL of them at once, stacked on top of each other in the same 18 months. It's a magical time to be building. You don't need to overthink it. Build.

If you thought the value of the AI ecosystem was going to only accrue to a few companies, the past few months have represented a turning point in what the future of AI might look like. It's clear that there's going to be incredible innovation and growth coming out of the frontier AI labs, and they will continue to push the limits of what model progress looks like. They have the scale of compute, large revenue streams and customer bases, incredible researchers, large data pipelines, and more, to continue to stay at the forefront. And at the same time, there’s an amazing ecosystem starting to play out to diffuse AI into the real world, taking on a variety of approaches that build on top of these frontier models or offer alternative visions that can credibly work as well. Here are just a few of the categories that seem to be working right now: * There’s an ecosystem of companies that will help enterprises and applied AI companies develop their own models tuned for specific use cases, and run the inference for them. This can drive additional performance gains and cost effective approaches to getting AI into workloads across different domains. * Applied AI companies that are delivering the end-user experience and business process tools necessary to actually driving enterprise adoption - including legal, IT, security, HR, customer support, coding, and more. These companies can work with any model and act as a routing layer, and deeply understand the enterprise workflow, can drive change management, actually get to the data necessary to work with, and more. * New labs are emerging that go deep in particular domains that are either not the focus areas of frontier labs or require a deep level of vertical expertise to stay ahead. Life sciences, financial services, healthcare, and more all have labs that will be able to bring completely new approaches to large enterprises across the economy. * There’s all new infrastructure emerging to run models and agents effectively, protect and govern how they operate, store and secure the data they work with, and help enterprises orchestrate their activities. Multiple layers of this stack all are being built up right now that will help drive enterprise adoption. * New services firms that can actually drive the change management in enterprises necessary to the diffusion of AI. There will be hundreds or even thousands of new firms that emerge in lines of business or specific industries that can enable agents to be adopted. I’m probably even missing a few categories, but this is what an incredible healthy technology ecosystem looks like. Way too early to call the winning architectures, and in reality it’s going to be a heterogenous environment as all other tech markets have become. Very exciting.

AI is accelerating US business formation: The number of businesses in AI-related sectors, including professional, scientific, and technical services, has grown +45% since the launch of ChatGPT in November 2022. By comparison, the number of construction businesses has increased +10% over the same period. Furthermore, business creation has risen +20% across the broader US economy. The Census Bureau now projects +29,700 new businesses will form monthly nationwide over the next year, up +17% YoY. Professional services are expected to account for more than 5,000 new businesses per month, a record for the sector and up +24% YoY. AI is fueling a new wave of entrepreneurship.

Reconciliation doesn't tell you a deal was right. It tells you two reports agree. When both sides are wrong by the same amount, they agree perfectly. The dashboard goes green. Across 90,202 simulated agent deals, reconciliation explained just 4% of whether prices were actually right. The two are barely related. Agentic buying is about to automate the checking, not just the trading. At Alkimi, the managed service audits what your setup can actually see before anything autonomous touches your spend. Two reports matching was never the same as either one being right.

Walrus Sessions 6 is live with @inkray_io. A 30-day challenge to write about AI agents and Walrus Memory, the tech, the use cases, and what portable memory actually makes possible. $3,000 WAL prize pool. Here's how it works 👇

The launches, the networking, and the people who flew across the world just to be in the room. Same energy, much bigger stage. Come see agentic finance get its rails at Sui Basecamp 2026, Oct 7–8.

Walrus Sessions 6 is live with @inkray_io. A 30-day challenge to write about AI agents and Walrus Memory, the tech, the use cases, and what portable memory actually makes possible. $3,000 WAL prize pool. Here's how it works 👇