t3n Founder & former CEO. heise ventures & new zapiens Co-Founder. LP, Angel-Investor & Brand🔥Builder. Advisory Board @StartupNDS✌
Planet Earth
Joined March 2007
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moats are melting in real time!
since AI the real/last moats are:
proprietary data, network effects, relationships, taste 👅 brand🔥, trust, distribution, speed/timing ⏰, regulatory access and roots in the physical world
ANDYLΞNZ retweeted
"Europe only regulates AI."
Last 3 weeks: @ElevenLabs #1 in voice. @bfl_ml #1 in robotics. @MistralAI and @Aleph__Alpha shipping frontier open models.
🇪🇺 is building.
My take on Supertake: The Agentic Survival Filter supertake.com/t/zPcK2kVliXk?…
THIS!
The internet changed everything – and now agents are changing the internet.
@ShopAgentic is preparing merchants for this new reality, and we're excited to co-lead ShopAgentic’s €1.9M pre-seed round with strategic angels from across global commerce. @claudedonze
ANDYLΞNZ retweeted
We’re entering a new era for presentation software. Not slide editors. Presentation operating systems.
At @Pitch , we’ve always cared deeply about craft and interface quality. Bringing AI into professional presentation software – where every detail matters – was incredibly hard.
Today feels like a breakthrough. Pitch Agent is launching. 🌟
And this is just the beginning of Pitch becoming an AI-native software company.
pitch.com
the next alpha filter:
-> no AI company brain, no investment!!!
winners will be queryable organizations with closed data loops, where every signal turns into better decisions, faster workflows and compounding intelligence at machine speed.
happy to join @shopagentic as an investor
finally a startup that speaks fluent agent: x402 for checkout, acp for coordination, ap2 for permissions, ucp for universal rails
meanwhile i’m still trying to get my human checkout to accept my card without 3 failed attempts ;)
agents don’t click. they execute!
Excited to have @AndyLenz backing ShopAgentic.
Builder of @t3n, investor, and early thinker at the intersection of AI, media, and new business models.
Great to have him on this journey. 🚀
Full story 👇
linkedin.com/posts/alexander…
ANDYLΞNZ retweeted
Top 10 most disruptive industries over the next decade:
• Space
• Drones/Robotics
• AI & Compute
• Rare Earth & Critical Minerals
• Energy & Batteries
• EVs & eVTOL
• Advanced Manufacturing
• Biotech & Longevity
• Cybersecurity & Quantum
• Defense Technology
ANDYLΞNZ retweeted
The VC fund of the future: a small number of highly experienced, high-agency people with deep trust, who are exceptional at evaluating founders and building real relationships with them. Surrounded by tons of agents.
ANDYLΞNZ retweeted
𝗧𝘄𝗶𝗻 𝗶𝘀 𝗻𝗼𝘄 𝗮𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 𝘁𝗼 𝗲𝘃𝗲𝗿𝘆𝗼𝗻𝗲.
twin.so
We can’t wait to see what you’ll build.
𝗥𝗧 𝗮𝗻𝗱 𝗰𝗼𝗺𝗺𝗲𝗻𝘁 “𝗧𝘄𝗶𝗻” 𝘁𝗼 𝗴𝗲𝘁 𝗳𝗿𝗲𝗲 𝗰𝗿𝗲𝗱𝗶𝘁𝘀 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗗𝗠𝘀 👇
xitter.cf/hugomercierooo/status/…
𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝗧𝘄𝗶𝗻 — 𝘁𝗵𝗲 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗯𝘂𝗶𝗹𝗱𝗲𝗿.
No setup. Secure. Infinitely scalable.
We just raised a $𝟭𝟬𝗠 𝘀𝗲𝗲𝗱.
After a beta with 𝟭𝟬𝟬,𝟬𝟬𝟬+ 𝗮𝗴𝗲𝗻𝘁𝘀 𝗱𝗲𝗽𝗹𝗼𝘆𝗲𝗱, we’re now opening to everyone.
RT and comment “Twin” — first agents on us. 👇
entering the age of agent-led growth! 🤖
Sequoia partner @sonyatweetybird says we're going from the age of product-led growth to the age of agent-led growth.
"You see this most clearly if you're using Claude Code actively. It says, 'Hey, for a database, you should use Supabase. For hosting, use Vercel.' It's choosing for you, the stuff you should be using."
"Product-led growth brought us closer to the vision of 'best product wins,' but ultimately people are still lazy. They can't read all the reviews, and they kind of default to what looks cool on the website."
"Whereas your agent has infinite time to go and make these choices for you. It can go and read all the documentation, read all the user comments, and figure out [what you need] for your use case."
RaaS WTF 😳 🤖
For 20+ years, software ate the world. Now, AI Agents are eating software.
A massive signal just came out of China that most people missed:
Bairong (a publicly listed enterprise giant) started selling "AI Workers".
they call it Results-as-a-Service (RaaS). 🧵
instead of buying "seats," enterprises now "hire" agents. each agent comes with a job description, KPIs, and revenue targets.
if performance drops, the bill drops. if the agent improves, it earns more.
Bairong runs this through "Results Cloud". it’s essentially an HR system for machines.
they’ve already deployed agents across: Sales & Customer Service + Recruitment (hiring cycles cut from 30 days to 2) + Legal & Tax (handling 90% of high-frequency work)
this is where the SaaS model starts to crack.
Traditional SaaS: You pay upfront. You carry the risk.
Agentic Era: You pay for outcomes. The vendor carries the risk.
this shift is being accelerated by the collapse of build costs.
I came across this post by @martinald recently that agentic coding has slashed internal build costs by ~90%. when it's this cheap to build exactly what you need, the "Buy" in "Build vs Buy" dies.
IMO, Vendors who are not able to price against results will struggle.
the "Seat" is dead. the "Outcome" is everything. 🤖📈
