
I @iosfvc publish decision-grade notes for founders and builders, funding outcomes, open-weight economics, and the agent/MCP workflows we actually run.
NYC
Joined August 2016
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Seref has been cooking this for a while. Celebrate for the launch!
Today we’re launching @indexnetwork_
It’s been exciting to watch already. The first 100 people in are hiring founding engineers, raising seed rounds, writing speculative fiction. One said accepting an intro “feels like the early magic of the internet.”
Try it for yourself: index.network/l/088436b1-baf…
The premise: With Index, personal agents can coordinate with each other and thus introduce the right people to their users. They do this by negotiating on their principals’ mutual intents, replacing the need for us to broadcast on platforms and scroll endless feeds.
In practice: You log what you're looking for (“signals”) by talking to your agent, it negotiates on fit with the others, and comes back to you with proposed intros for you to accept or pass on. It learns from each turn to surface more relevant people for you.
As founders, but also just as internet nerds - we feel the expectation to be constantly visible. It can be empowering but also tiring, especially when there’s little certainty in how algorithms will route the right people to see your post. On the market level, economists call this search friction: the idea that many deals are never made because it costs too much to find each other. We call it the right person, wrong time.
So that’s why we’re building Index - we’re keen to see what happens when we take social discovery out of the feeds. It’s possible now because of agents. They can help carry the burden of searching, shouting, negotiating, and coordinating in service of finding your others - and we’re so excited to see how this works in the wild.
We’re building this for a world where you can trust that the right person is not out there, but right around the corner. In fact, we even made a short film about it.
630 TOKEN2049 events. You can’t be everywhere.
I built Somewhere to find the rooms worth being in, based on who you are and who you want to meet.
Powered by Jev from @typesafeai. Free, on me.
Find your people 👇
somewhere-token2049.vercel.a…
The next AI infrastructure winners may not be the companies with the biggest models. They may be the ones that understand the full path from watt to token, and remove friction at every step.
Every AI answer begins as electricity.
Then it becomes heat, memory pressure, GPU scheduling, cache hits, kernel tricks, routing decisions, and finally a token on your screen.
GPT-6 Astra is surprisingly good.
I asked it to build an interactive blacksmithing experience.
It made this — with real-time physics, sparks, sound, and interactions that actually feel right.
AI-generated websites are starting to feel less like websites and more like games.
astra-forge-azure.vercel.app
Open-sourcing the agent is table stakes. The margin sits with whoever the agent is allowed to charge for and who distributes that trust to merchants.
Five days ago Kimi K3 went open weights at near frontier scores. Today Luna is 80% cheaper.
I wrote on Monday that open frontier weights attack closed labs on exactly one axis: API margin. That axis just moved. The app layer keeps collecting the subsidy.
xitter.cf/glazecl/status/2082300…
We are committed to pushing the model frontier across cost efficiency, capability, and speed.
Starting today, we are reducing prices for GPT-5.6 Luna by 80% and GPT-5.6 Terra by 20% , and offering a faster option for GPT-5.6 Sol in the API.
Luna and Terra’s lower prices are reflected in how usage is counted in Codex and ChatGPT Work, so your usage goes further.












