a big take I've been noodling on and I’m ready to call: the newsletter is dead @every's core business is a newsletter with 120k+ subscribers so I don't say this lightly. persistent agents mean i dont look at my inbox with dots (GrokBots, Muse, etc) I almost never look at my inbox. if I do it's for a specific thing I need to reply to. i think in a year I'll be doing all of my email this way - fully filtered by my dot / something like it. this is not new: it's a continuation of the trend of having a “newsletter” folder in Gmail, but 10x more filtered. what it means It doesn’t mean people won't read newsletters, but it does mean that getting a person’s email is no longer the guarantee that you have a relationship with them that it used to. luckily, with persistent agents (and AI coding more generally) there is an entirely new playing field to build relationships with readers. instead of fighting to get an email address, publishers and creators will need to make sure we're installed in our reader's agent harness of choice, so that they get directly notified when we do something new. we're already starting to experiment with this @every with our MCP and the frontier alerts we send users of our slack agent ( it's also more affordable than ever for publishers and creators to build their own platform ecosystem: you can have your own website, app etc. and you can use AI to publish 100x more high-quality stuff to your community—so we may see a world where many creators themselves are running their own little empires that have their own apps, feeds etc. to be clear: It'll take a while before this actually happens, but the idea of getting someone's email creating a direct relationship with them is over. here's a set of predictions I made 3 years ago about AI and media that panned out pretty well:

one of my good friends has a large billionaire patron who sponsors his content & is largely hands off. this means he doesn’t have to run specific sponsors or ads on his platform that feel unnatural & disruptive. from a strict creator monetization + livability perspective this seems like the cleanest model for content creation. i.e. creator can focus entirely on producing interesting work & the audience gets an undisturbed experience. the patron gets cultural influence, intellectual stimulation, or simply the satisfaction. more wealthy ppl should do this.

You can now give your agent a @tryramp card and let it buy from businesses on @stripe via @mpp! In this demo, I show how a business owner could use Codex to buy wine for a few top customers: - My agent helps me find my most engaged customers using the Stripe MCP and our CRM notes. - It finds @MartinEstate in the Stripe Directory and recommends wine within my budget. - I approve the purchase, and it pays with a Ramp card via MPP!

1/ AI Trading Agents are now market-validated. Two funded in ten days: @CatalystLabsX with Sequoia, @Supertake out of USV. Coinbase is in both. Coinbase was also in @senpi_ai pre-seed in September 2025, before the category had a name. Congrats to both teams! and to the category

someone is about to raise a $100M Series A off the back of this tweet. personal agents clearly have massive PMF, but monetizing them is a completely different problem. i think the winning model will be one where agents are effectively free to the user while monetization happens entirely on the backend through the spend they influence. the most obvious way to make that work is by building a network that agents can plug into and route spend through while earning a spread on every transaction. to build this you need to: 1) onboard thousands of merchants across the most popular verticals 2) negotiate bulk pricing discounts 3) wrap all of their payment flows into one API that any agent can use 4) become the default commerce network that every agent plugs into whoever raises the $100M Series A at a $1B valuation off this idea i would appreciate a little equity :)

You can now give your agent a @tryramp card and let it buy from businesses on @stripe via @mpp! In this demo, I show how a business owner could use Codex to buy wine for a few top customers: - My agent helps me find my most engaged customers using the Stripe MCP and our CRM notes. - It finds @MartinEstate in the Stripe Directory and recommends wine within my budget. - I approve the purchase, and it pays with a Ramp card via MPP!

For months, I've been snagging tables at some of NYC's hottest restaurants like Don Angie and Semma, impressing my wife and friends. But I wasn't suddenly well-connected. I was using an invite-only new app called Spot 👀 My interview with its founders:

I trade options and built to share a tool I’ve used personally for a few years. It organizes the key support and resistance levels I care about for a ticker into one sorted table. Seeing how they line up helps me choose strikes when selling puts/calls. You can also use it to choose liquidity ranges when LPing stock tokens on @uniswap on @RobinhoodApp chain or @base. LP positions have similarities to selling options. Maybe others will find it useful. Would love feedback!