@hur

Partner @hanrivervc

 Menlo Park, CA
twocents.xyz/
Joined March 2007
  • Tweets8.9K
  • Following1.3K
  • Followers33K
170Media

Gutenberg Built a Machine to Print Bibles. It Changed the World Through Pamphlets.

The recurring pattern of how new technology waves reach consumers, and what it means for Consumer AI The gap between intent and reality When a new technology arrives, its builders usually believe th…

Article · @hur
1
864

China Consumer AI Watch — Prelude

I will share occasional observations on the Consumer AI space in China.

Article · @hur
1
664

Reading the AI Transition Through History: AI as Industrial Revolution for Knowledge Work

The AI build-out is routinely compared to the internet or mobile. On the numbers, the only honest parallel is the 19th-century railroads — and that comparison reframes what is actually happening.

Article · @hur
1
410

Agentic Commerce — what’s next in 12-24 months, post-“OpenClaw”

Everyone's talking about AI agents buying things for you. McKinsey says $5 trillion by 2030. Morgan Stanley says $190–385 billion in the US alone. OpenAI launched shopping in ChatGPT. Google shipped…

Article · @hur
4
530

Welcome to the Clawverse: How AI Concierge Might Restructure Consumer Internet Distribution

The $400B+ consumer internet distribution layer is about to be structurally reorganized. In Part II of my ‘Clawverse” framework, I move from observation to projection: if consumers adopt AI concie…

Article · @hur
1
2
4
625

The AI Gold Rush: Where The Value Actually Would Accrue?

A recent post on "The AI Gold Rush: Who Actually Makes Money?" got me thinking more about where the biggest value accrual will ultimately happen in this AI cycle. It's a question I keep coming back to…

Article · @hur
1
1
434

Welcome to the Clawverse: What the AI Concierge Means for the Consumer Internet

OpenClaw just crossed a tipping point — and the implications for the consumer internet stack are bigger than most realize.

Article · @hur
1
3
425
Load more