Tal Goldstein retweeted
Pre AI, there was an asymptotic bound on the value a company could create.
Net-positive companies focused on create+capture of value. They generated surplus value, but the more they succeeded and approached the asymptote, the more they had to shift focus from create to capture.
AI removed the bound. Value creation is no longer coupled to human headcount and hours worked. At every point on the curve, it’s now higher leverage to focus on generate than capture.
The most successful companies will capture a tiny portion of the value they create. It will continuously shrink as they get more successful, and they’ll gather massive ecosystems around their value creation engine.
@vercel has made the ultimate ai-native transition: their lifetime value created / captured is trending up.
They are extremely good at internally using AI to build high-leverage product capabilities and open source projects. And the whole tech ecosystem is benefiting from it. One example: their Chat SDK project provides the rich chat integration across 15+ messaging apps for countless people who interact with NanoClaw agents every day.
This has also changed the playing field for open source projects. Creators no longer need to focus on capture, we can instead focus on creating additional value alongside.
@NanoClaw_AI has created a massive amount of value. It’s used by tens of thousands of individuals including leaders in the private and public sectors, like @VivianBala, the Minister of Foreign Affairs of Singapore. People have built products and services on it. Teams are using it and companies have built their internal agent platforms on it.
@NanoCo_AI, our commercial entity, is not focused on capturing any of that value. We raised $12m and are investing heavily in growing the NanoClaw community and ecosystem.
Instead, NanoCo is focused on creating additional value alongside NanoClaw - a second value generation engine. We’re doing bespoke agent deployments for large enterprises and organizations with strict security and compliance requirements. These orgs won’t use the open source themselves.
I’d estimate our current lifetime create / capture at >100x. My ambition is to increase that by many orders of magnitude.
The ultimate test for coding AI: is software as a whole getting better? Are companies shipping faster? Do you now have apps and games you couldn't even dream of before? Is the software you're getting bug-free?
For me: my own ability to influence my productivity has radically increased. I feel a level of agency and autonomy I never had before. I'm free to create and execute. I can communicate a vision with my colleagues instantly. Personal software is real and a big win, I have a bunch of web tools and macOS apps I wrote just for myself.
For Vercel: it's been amazing to see our CTO @cramforce bring novel software to life with swaths of agents. Genuinely useful software that's having an impact industry-wide emerged nearly autonomously (chat-sdk.dev, just-bash.dev, deepsec.sh). That's just an example. Our PM team ships software and fixes bugs. Our junior engineers and interns ship quality software at scale. On a personal note, AI at my fingertips, as CLI or v0, allows me to keep up with all the product updates. I can build demos, apps and benchmarks on top of @vercel as new products go out.
But the ultimate jury is that people should love our products, expand their usage, refer their friends and colleagues to the platform. So far that tracks well, and it's the main metric I watch (and obviously we take token costs seriously, just like any other infrastructure spend… there isn't and has never been a proclamation to "tokenmaxxx").
Building AI agents is one thing.
Building systems that continuously validate and protect them at scale is where the real challenge begins 🦾
Tal Goldstein retweeted
To mark the one week anniversary of @NanoCo_AI’s seed funding announcement, I asked Stanley - a @NanoClaw_AI agent - to create a video roundup of the media coverage. Here’s what he came back with:
Tal Goldstein retweeted
You can sign up for early access to NanoCo today🩵
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