Very cool to be onsite at @OpenAI Dev Day yesterday. High energy, high excitement. Felt a bit like an Apple event, but with experimental energy that reminds me of early crypto. It’s clear OpenAI is going after new verticals and pushing to build a global community. 3 takeaways: #1 Buzz is still around models, not what people are doing with them You see this a lot at AI conferences in the Bay. People don’t talk about what they're actually trying to do; everyone was just excited for Astra Light and Astra Superfast. I don’t think this model conversation is going to stay as the main focus. What businesses do with the models is much more interesting. And token spend and budgets were a hot-button topic. Most people don’t know how to validate whether Opus 6.6 is better than 5.5, and for which tasks. Smaller companies in particular care about this, but no one’s sure how to do it. #2 Early crypto energy, without the crypto These are hungry startups trying to crack the puzzle. 90% might not exist in a year. They’re ambitious and experimental, debating nuances most people don’t understand. Not really seeing established companies who’ve won the market and are focused on features. No one was talking about payments or crypto, but the vibes on the floor were like the early days. Just with compute and inference swapped for memecoin talk (luckily). #3 OpenAI is going after multiple categories Dots goes after 2 or 3 categories: @Muse, @noahrshinn's Instinct, @SierraPlatform, even @Cognition. They want engineers building directly on OpenAI. At the same time, they’re announcing extensions and marketplaces in collab with Cognition. With Spaces, they’re effectively trying to kill @NotionHQ. Bringing companies’ internal brain into the ecosystem gives agents a lot of context so they can accomplish more. Finally, everyone was pushing the Decisions API even though it wasn’t really built as a product. Seems like they see @typesafeai's Jev as a competitive disruptor and want to get an edge here. Overall, cool room to be in at a wild moment in tech.

I hope this comes pre-baked with Pokémon Gold.. Awesome merch from @OpenAI at Dev Day

Reporting live. Cant wait to see what’s in store.

Flashback to @Google’s Web3 AI summit on the 1st. Felt like an idiot in a room of the smartest game theorists, economists, and researchers (awesome). Saw some insane demos of how agentic networks can simulate real-world interactions. Agents can be self-serving, and researchers use crafty goals to get outcomes they want. One simulation library used an interaction pattern inspired by role-playing games like Dungeons + Dragons.

In the last 90 days the OCC has granted preliminary approval for 7 new banks in the US. > Revolut Bank US > OpenReserve Bank > Itaú Bank > World Liberty Trust Company > Upstart Bank > Connectia Trust (Sony Bank) > Morgan Stanley Digital Trust. The age of banks is upon us.

OCC on fire right now. OpenReserve and Revolut in one day. Another 5-10 before year-end is my bet

Bearish companies that give up on design as they scale. Looking at you @wearehims. From thoughtful design to pharmacy special.

Good night of food and convos with some of the top product leaders working in AI and fintech in SF. Will share some more thoughts soon... Thank you @useparagon @brandonwfoo @edugiansante for hosting!

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