Founder and CEO at @joinformal. Youngest @Consensys Alum. I subscribe to crocker's rules
Joined October 2015
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Mokhtar Bacha retweeted
I love the piece and it gets so much right about what we're building with Town.
I think all of the competitive threat stuff is real (OpenClaw, other startups, OAI, Anthropic, Google, etc.) but the part I disagree with is native SaaS bundling AI. AI is fundamentally a horizontal technology, and I don't think vertical SaaS companies have any chance of surviving the wave. Moreover, every persons's main assistant benefits from incredible data network effects specific to that person. No human in 3 years is switching between various vertical SaaS -- they're interfacing with all of them via one AI that is knows the human best and can interface with all of her software.
I actually think of Town as being akin to a web browser or a device -- it'll be the universal interface that humans use to interact with digital information. That's the vision and it is inevitable (whether we do it or someone else does).
One of my engineer is really good at memes. I decided that moving forward I'll post all of them on x
I’ve come to the conclusion that there are only two types of software businesses: either a proxy or a database
Everyone's debating MCP vs CLI.
Meanwhile MCP is already obsolete.
RAG was scaffolding to get information into the model. MCP is scaffolding to get actions out. The Bitter Lesson keeps teaching the same class: scaffolding dies.
Prompt engineering. Dead.
Retrieval pipelines. Dying.
MCP. Next.
Because AI adapts to us faster than we adapt to it.
Last month I onboarded our Head of GTM into our monorepo. Instructions: "install Claude."
Claude installed the GitHub CLI, walked her through auth, cloned the repo, opened a branch. No MCP. No custom tooling.
We keep building bridges to the model. The model is already on our side of the river.
So what actually matters? Not how agents discover tools. Who controls what they do.
A human executes dozens of actions per day. An agent executes thousands per hour. Least-privilege is now the only problem.
MCP is noise. The trust model is the signal.
I've reached the conclusion that the only "Formal" way to secure AGI is to build a super mega powerful proxies.
the answer isn't 42
it's proxies
I'm a product-obsessed founder. Crafting a delightful product experience is my north star.
Few companies embody that level of craft like @NotionHQ — and today I'm incredibly proud to share with the world our latest case study.
@NotionHQ now secures 100s of datastores with Formal.
I’m deeply grateful to the Notion security team for betting on us when we were still an early-stage company. We’ve learned so much along the way, and working with them has truly made our product better.
@joinformal ❤️ @NotionHQ
The @joinformal team and I are excited to sponsor BSidesSF 2025 and meet with the community!
Thank you to @JoinFormal for being a Silver sponsor at BSidesSF 2025!
bsidessf.org/sponsors
#bsidessf #BSidesSF2025 #infosec
I love everything Jean-Denis does. Every conversation I have with him makes me feel even more energized and ambitious.
I’m super excited for him and the team at Town!
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Happy bday @ycombinator. Proud to be part of that community!
Y Combinator's 20th birthday is tomorrow. Here's what was happening on March 11, 2005: paulgraham.com/ycstart.html
(Yeah, I know this tweet will get hidden because it has a link in it, and that I'm supposed to put the link in a reply. But that's so stupid that I refuse to do it.)
"It is a profoundly erroneous truism, repeated by all copy-books and by eminent people when they are making speeches, that we should cultivate the habit of thinking what we are doing. The precise opposite is the case. Civilization advances by extending the number of important operations which we can perform without thinking about them" -- Alfred Whitehead
Hey @Apple, my biggest wish for the next macOS: a version that finally lets me click the close button! 🙏
