Sonya Huang 🐥(@sonyatweetybird):Every year for AI Ascent, @gradypb, @Konstantine and I get to share some perspectives on AI and where things are headed. This year's talk was about the arrival of agents and the race to deploy them across the application layer, and how founders can compete in this crazy intense market ("Get MAD!" Moats, Affordance, Diffusion). 00:00 Introduction 01:10 AI Wave Calibration 01:56 Three Differences of AI 04:28 Inflection Points to AGI 07:06 Building on Top Strategy 07:29 MAD Moats Framework 09:33 Affordance and Diffusion 12:07 Agents Are Here Now 13:46 Agent Stack and Trajectory 21:12 Future of Work and Meaning

2026.04.30 16:37

Every year for AI Ascent, @gradypb, @Konstantine and I get to share some perspectives on AI and where things are headed. This year's talk was about the arrival of agents and the race to deploy them across the application layer, and how founders can compete in this crazy intense market ("Get MAD!" Moats, Affordance, Diffusion). 00:00 Introduction 01:10 AI Wave Calibration 01:56 Three Differences of AI 04:28 Inflection Points to AGI 07:06 Building on Top Strategy 07:29 MAD Moats Framework 09:33 Affordance and Diffusion 12:07 Agents Are Here Now 13:46 Agent Stack and Trajectory 21:12 Future of Work and Meaning

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