A few weeks ago, I was ranting about multiplayer AI experiences and that's when @ekuyda shared an early preview of Wabi 2.0.. Truth be told, I was one of the early users of Wabi 1.0 and while the design was gorgeous, it frankly never "stuck" with me. But, in moments of downloading this edition, I was immediately hooked. It just gets the "paradigm" right imo. There are two types of personal agents today: 1) Singleplayer iMessage or Muse types - while useful it's hard to compartmentalize them when many things are going on 2) Build your own multiple chat Hermes agents - while that's useful and can share context, they live forever Wabi has this great paradigm of orchestrator (which is the main agent) and topic specific episodic chats that are for a single purpose. You can share these individual chats with folks (for example the school one with my wife). And these are generated proactively AND don't need to stay forever (which is important). For example, for my recent NY trip, it was generated based on a flight it saw, provided help where needed, and then after the trip was done, it was archived. Same with my 2025 taxes. My only critique so far it's TOO proactive, the apps can be better and they need to dial both of those in, but this is a wonderful product that everyone should try! (I know it's shocking to see this in today's day and age, but this is neither paid, nor an investor, just a fan)

Asked ChatGPT for book recommendations after a long back and forth of books I tend to like.. if you have others to add, let me know 👋 Currently reading: > White Mirror by @TinkeredThinker > Challenger by @HigginbothamA

Color e-ink displays are SO good now.. highly recommend getting one and building something with it. POV: experimenting with copyright free national park posters as art. battery operated, rotated twice on a @Railway server.

“we believe that every small business owner, specifically for us in the trades, will have bespoke software, and that last mile is actually where differentiation can become, where you can provide a unique experience to your customers, to your employees”

The amount of SPVs organzied by even the “best” investors is simply mind boggling.. To the point that if you read headlines of a large fundraise, you can be reasonably sure now that a large amount of it came from SPVs even though the headlines say something else. Combine that with tranched valuations and revenue not being the same, all I’ll say don’t believe the headlines anymore. Proof is in the pudding and the pudding is not publicly visible anywhere.

A Walk In The Park (part III) feat @toddsaunders 00:00 Software should fit your business 00:16 Meet Todd, the councilman 03:01 From Google to flooring software 07:51 The $10M pivot 11:55 Life after the exit 17:35 Vertical vs. horizontal software 23:21 The college startup story 24:35 Cofounders and the Dalton Mills name 28:06 Why raise VC again? 32:43 Who Todd wants to hear from shot on @iPhone, edited on @descript 📍westfield, nj

I have been using Codex as my primary "agent" for such a long time that I forget the average person has never used it.. Instinct and Muse are great especially for browser use on the phone. It shows what a great agent is like for the masses with ZERO setup. But, Codex on Mac is simply undefeated in all the work in can do with Computer Use (h/t @AriX and the Sky team). Like try doing a workflow that you do manually and give it Codex to one-shot. I can't wait to see what their latest launch will be as they reportedly get ready to release their "agent" to the masses. My only ask would be to showcase the work and make it easy for folks to get started. Such a privileged time to be a customer for all these products - truly the golden age!

With a few exceptions, the companies boasting about tokenmaxxing have the worst product experiences.. It’s because good products are all about curation & gardening and not throwing the kitchen sink at agents expecting them to figure it out. Less is more has never more apt.

Jokingly thinking of starting a new cloud kitchen called “next day curry”.. Where I order the best curries, store it overnight and serve it the next day. Saying this as I devour my leftover Manchurian. Have the exact same experience with Ramen, Indian food, Thai curry and others. Might be blasphemous to the purists but they taste so much better!

I spend ~2 hours a day programming, building side projects, tinkering obsessively, trying new repos.. I get basically a DM a day asking “aren’t you a VC, why are you doing this?” Unlike other eras, things are moving SO fast that if you don’t do this, I simply don’t understand how folks will ever learn what’s coming next. For me, it’s quite simple if you want to invest in the AI era: 1) You have to understand the model capabilities to see where the next set of models will improve - still so much alpha in reading technical papers (model research) 2) You need to see what tools do they need to be successful and complete even longer long horizon tasks (infra) 3) You need to understand the harness capabilities that will make these models help building autonomous companies (app layer) You can obviously learn this by talking to researchers / builders and simply betting on founders - and I do that too. But, I was never honestly good at learning without getting my hands dirty so just leaning in to what I know best. It’s also honestly so fun! So, my push to other folks who want to learn is just get started and find time to tinker daily. Once you do it for 10 days, I’m sure you’ll be equally obsessed!

A lot of really great companies take a while to get going, and revenue growth is not the end all be all.. But, if this is what a pacesetter means, there are at least two portfolio companies in our current fund that would be considered in the top decile 💪