It was an obvious choice to double down on @TownAI's series B. It’s becoming clear that agency will define nearly every digital experience. Software will increasingly understand us, anticipate our needs, and act on our behalf. There’s so much possibility here, and we’re only just discovering what these experiences can become. What interests me most is what will make some agents indispensable. Technical capability matters enormously, but how it serves the person using it may matter even more. How well does an agent understand the person? How naturally does it communicate and earn trust? And as we give software more agency, how do we make sure people gain more of their own? That’s a big part of why we believe so much in Town. In witnessing the team execute, their respect for the people they’re building for comes through in both the big ambitions and the small decisions. They’re building an agent that gets to know you, deeply understands your work, collaborates with you to become more capable, and earns the trust to take on more over time. They want to do more than complete tasks. They want the person using Town to be more effective, informed, and in control. The technical execution is exceptional. This team moves quickly, bringing in new capabilities, choosing the best models and tools for different needs, and improving quality, reliability, and cost. Your Townie can do all the things.  Making all of that feel intuitive and useful takes real judgment, especially when the technology keeps changing underneath you. I admire how closely the two connect. Town becomes more useful as it understands you better. As it demonstrates good judgment and delivers value, you trust it with more. The technology and the relationship improve together. I expect many extraordinary companies to emerge here, with different ideas about what agents can do and how we’ll interact with them. We’re all still getting our sea legs. I love being on this journey with a team that pushes it forward while thinking so carefully about the people it serves. Congratulations to the entire Town team on the Series B. We're thrilled to continue building alongside you.

Two things are true at this moment in time: We are having the wrong conversation about which agent is going to win "the agent race” — because everything is now an agent. It's like saying in 2009, which website are you investing in? So taking away the agentic form factor as the whole point, we need to ask, what are we really underwriting? What do these products solve, why will people trust them, and why will they come back weekly—daily? With Town, it’s an exceptional team building a product that deeply knows its customers and is providing real, durable value. That's what it was always about. When it comes to collaborative software, I am a big believer in the importance of an independently owned service that can work across everything—your Google Suite, iMessage, Granola, and more—with the security and sophistication of leaders who really know identity protocols (maybe even like those who have built one of the most successful financial identity infrastructure platforms🙃). Great write-up of @TownAI in @nytimes:

Ever wonder how your personal AI agent does it all, from waiting on hold with insurance carriers to fulfilling those oddly specific last-mile logistics? Very good chance it's quietly being powered by Seaworthy, the API integration from @duckbillai. Seaworthy enables agents to get things done off-screen, reliably and at scale, with humans as a backstop. Because while AI is wildly capable, the real world is wildly unpredictable. As the personal AI agent space gains tremendous tailwinds, Seaworthy is part of the essential enabling infrastructure - well done @meghanvjoyce and team on seizing this moment!

I'm speaking @NewcomerMedia Machine Earning next week with @illscience about investing in this era. It prompted me to revisit a thesis I wrote ~15 yrs ago about investing in a prior platform shift. It felt both cringeworthy and...surprisingly relevant.

Perhaps the one thing better than collaborating with my Townie is my Townie working with other Townies—without me getting involved. Starting today, you can add your Townie to a group text, and they can handle things with your coworkers, friends, and family—and their Townies.💙

AI for normal people is still the biggest opportunity hiding in plain sight. @jgreze & the @TownAI team get it. Excellent feature in @platformer: "I'm very AI-optimistic in the long term. I think we're still pretty far from that happening. Most people don't know what AI can or can't do." platformer.news/town-intervi…