building https://xitter.cf/t.co/JhvfC2S19E
California, USA
Joined October 2011
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The Rise of Cybereconomic Smart Agents
📖👇
kevindenman.xyz/blog/the-ris…
thanks @gradypb
crisp as a pringle
The @BostonCollege Investment Committee (an LP and my beloved alma mater) asked for a few thoughts on what's happening in AI. I recorded a test run yesterday morning and then shared it with my partners, who encouraged me to share it more broadly... so here you go!
This is not a sales pitch, it's just a reflection on what we're seeing. And it wasn't intended to be shared, so please pardon the rough edges.
loom.com/share/c016702964a04…
People used to vote for who they want in office.
Today, they vote against who they don’t want in office.
This is why the polls are getting more wrong over the past few elections
Asking who you would never vote for is more telling than who you’d consider and why
All roads lead to FDEs
Good post on how to think about process redesign in an enterprise with AI Agents.
Unfortunately for most workflows, there’s no “easy” button. The best way to get real efficiency gains is you have to actually reengineer the process to take advantage of what agents are actually good at and can do differently and faster than people.
One of the challenges of course is that the most important workflows actually space many functions at once, so someone needs to be able to go in and retool how work happens.
“Nobody in that chain is empowered to walk into finance, for example, and say that their 14 step process should actually only be 5 steps. So nobody does it. Instead, you 'apply AI' on what you currently have, and you end up with faster sh*t.”
This is the road ahead for AI diffusion in enterprises. This also presents the clear opportunity for companies - both at the applied AI layer (regardless of the article’s title) and teams or companies that can go and implement transformation into the enterprises. And all roads lead to FDEs one way or another.
This is the most true thing I’ve read today.
If you have the fortunate place of being a SaaS with distribution, you better be building that MCP and simplifying the UI into a SaaS-specific harness that allow you to master the 0 to 1 context problem in your domain.
This is not financial advice, just survival tips.
Had a similar moment this year.
There are still some things I like to do locally, but agentic coding via cloud based sandboxes has so many advantages
Kevin Denman retweeted
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
images.nvidia.com/pdf/Open-W…
Agentic Capital lives in the harness and the data
I couldn’t agree more with @chamath on Harnesses being the place where value accrues
Business need to own their entire AI stack around a model as their core business asset but also to drive unique outcomes and applications
I wrote an entire thesis on this exact topic here: xitter.cf/shaughnessy119/status/…
I also agree with him on the death of tokenmaxxing and that negatively impacting frontier model revenues (and margins) but I felt it affects the entire AI funding engine and stock prices and so far it has
Thesis on this topic: xitter.cf/shaughnessy119/status/…
When you’re building an agent (or assistant) that you expect other people to use, you have to wire it for cross-harness deployment.
You still have your own harness for the CI/CD pipeline, but you need to assume significant use will come from elsewhere.
If you are building service-adjacent software, make sure it comes with services.
The age of “make one copy of software and sell it to everyone” is coming to an end.
You need to deliver the full stack - enabling software and services.
The software aspect used to be the leverage point, now it’s everything else.
Harvey is valued at $11B. Legora just raised at $5.5B. I built their entire web application in two weeks and I'm making it open-source and free for everyone to use. Say hi to Mike: mikeoss.com.
When I got the chance to try Harvey and Legora, I was surprised by how simple they were. A thought came to mind: I could probably build something similar in no time at all with Claude. And so I did.
Assistant, project, tabular review and workflows. You get it all without vendor lock-in.
Mike offers law firms an alternative, where they own the application layer and aren't stuck with a vendor they're renewing forever.
You can try Mike in the demo on the website, or go to the GitHub link on the site to download the code and run a local version yourself.