AI Product Leader | Builder & Seasoned Operator | Translating Frontier AI into Products, Strategy & Story | ex-founder @Lilypad_Tech | prev @ibm @protocollabs
Australia
Joined July 2015
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Distributed compute is still a good bet #dePIN
📽️ Why AI Demand Is Outrunning Compute Supply youtu.be/FGC4ofTcg2k?si=Giwg… via @YouTube
@token2049 main themes & takeaways
- tokenised assets & 24/7 trading is here
- quantum proofing $btc
- privacy chains
- your user is an agent
Its hot. 😉
@kast great job creating a 1990s dynamic. Letting girls in gold dresses in and not people using your product or partners.
No idea why people don't take crypto seriously.. or more importantly.. the women in the industry
Ally Haire retweeted
Streaming live from the floor 🎙️
@darrenrogan of @SuperteamAU is in the FirstLight Media pod at Solana Summit Singapore right now.
Tune in 👇
LIVE NOW 🎙️🇦🇺
Our own @darrenrogan is in the Superteam Australia FirstLight Media pod, streaming live from the floor of Solana Summit Singapore!
Pull up a chair and tune in 👇
Ally Haire retweeted
"Most people aren't looking to save time, they're looking for ways to spend their time."
9 of 15 consumer internet categories have zero AI products in the Top 100. These built some of the biggest companies of the last two eras:
- Streaming
- Social
- Dating
- Gaming
- Travel
- Retail
- Finance
- Real estate
- Jobs
More charts in our Top 100 Consumer AI Apps breakdown: a16z.news/p/top-100-consumer…
The seventh edition of our Top 100 Consumer AI Apps is here.
New this time: a revenue leaderboard, alongside the usual web and mobile traffic rankings.
Three years ago we published the first edition. ChatGPT was #1, Claude was unranked, and the entire category was chatbots, image generators, and not much else.
In today's edition:
- ChatGPT still holds the throne, now with 1B+ monthly actives on mobile
- Claude has climbed to #3 on web with nearly 1B monthly visits
- The category has expanded to vibe coding (Lovable, Cursor, Replit), music (Suno), design (Figma), voice (ElevenLabs), video (Higgsfield, Kling), agents (Manus), and even hardware (Plaud)
Full breakdown from @omooretweets: a16z.news/p/top-100-consumer…
100% Quickest output, not the optimal one is rewarded - tbf defining what's 'good' is the whole human game 🙌
The gap isn't code generation. Production software is a system, and models are weakest exactly where systems thinking lives: holding the whole context, judging trade-offs, and understanding human requirements.
I think an out of the box integrated ecosystem is close, I'm not betting a model alone will do it though.
Vibecoding paper on this:
Interesting.. and also not altogether unsurprising
PSA: ETH Zurich Research Paper arxiv.org/pdf/2603.14133
Vibecoding isn't falling short because models are bad at code. It's falling short because we're selling a component as a product.
Production grade is a property of systems & holistic divergent thinking & architecture, not models.
Models don't have the context window for that.
to all the FDEs and more broadly software engineers:
I think everyone agrees that vibecoded software by non engineers is still far away from production grade for use at any meaningful scale, but why do you think that is? What concretely is the gap that exists in a world where code generation is good and cheap & there are business-savvy people?
Ally Haire retweeted
"Anyone can do nearly anything; but most people aren’t, yet."
Who uses AI power tools every week:
- OpenAI's own team: 93%
- The top 10% of companies: 19%
- A typical company: 3%
@DavidGeorge83 on why most people haven't been awakened as AI customers yet: a16z.news/p/openai-understan…
Love that AI has turned a lot of high agency folks with ideas into R & D engineers - >
Can I do this with AI?
Where is it going wrong?
Do I need a better prompt/skill/harness/eval/framework/ruleset/agent brief or completely different approach?
How do I fail fast & optimise outcomes?
How do I make it once and use it everywhere?
I've decided I agree that AI should be stopped.
Its far too easy for me to turn a simple task like writing a resume into a full blown automated customisable intelligence product that results in many days of work and no job applications 😅
(sarcasm folks 😉)
Building with AI and Agents these days feels like building on mobile before react came out. Or containers before K8s...
We’ve proved the primitive works. Now we're solving everything required to run it reliably at scale.
The problems I've been solving locally - agent coordination (to accelerate build times), model routing (to save $$ and use the right tool), skills (for repeatable work), harnesses (for full flows), delegation, state & context are becoming shared primitives and conventions.
In less than 6 months.
We're building the AI ecosystem of tomorrow.
Love to hear your favourite tools (not just the hyped ones) - bonus points if they're open source!