The scariest part of the Vals refund study isn't the agent that sent 187 messages. It's the one that shared the user's mom's illness with five organisations to argue for a refund it was never going to get.
vals.ai/blogs/impossible-ref…
Finding the right stack for agentic commerce is insanely hard now, because the market fills up with new startups every week. I'm keeping a list of the ones with great product taste. Add yours here:
cosign.co/questions/startups…
Every store is racing to sell more to AI agents. Almost none are asking what the agent needs to serve its human better. Checkout is commoditized; experience is the moat. Agentic commerce rewards the servant, not the seller!!
Working at an incumbent, I can say distribution is overrated in AI. Anyone can ship a button in front of a billion users. Getting one of them to use it a second time is the hard part.
Ujwal retweeted
Whenever I hear an incumbent say they have a right to win in consumer AI, I get nervous for them and excited for startups
No one has a right to win anything anymore. You have to fight for it every day
It may take a few years, but if you don't disrupt yourself, you're dead
Good piece on wallet wars. 'An agent needs a policy, not just a credential' is the right frame. But the open standards ending is hand-wavy: a scoped token only helps if merchants accept it, which is the same adoption problem as the walled gardens.
Wallet Wars: Agents need payment credentials as they become the new UX for $7T in ecommerce. Enter the Wallet Wars and why the AOL-era of agentic commerce will give way to open standards.
Cheap sandboxes are table stakes. The Agent37 HN thread nailed the harder layer: limits on where the agent can connect, credentials that never enter the sandbox, budgets per action. A great agent in a leaky sandbox can still max out the card
news.ycombinator.com/item?id…
I think Zuck's line is the one that sticks: agentic commerce isn't a conversion bump. It creates shoppers who never would've opened the app.
That's a different problem than optimizing the funnel. You're inventing demand, then you still have to settle it safely
Cheeky Pint is back! Mark Zuckerberg @finkd and Alexandr Wang @alexandr_wang came to the pub to discuss their new frontier model, Muse Wonder.
00:00:24 Muse’s breakout use cases
00:07:28 The model is the product
00:14:35 Muse Wonder
00:24:56 How frontier models are built
00:48:26 Betting $100B
01:07:21 Agentic commerce
01:19:34 OpenRouter
01:20:06 Beyond the smartphone
01:27:00 Funding
01:34:06 Why AI won’t be winner-take-all
01:40:46 Meta Superintelligence Labs (MSL)
02:08:11 Working for Mark Zuckerberg
Same goes for all major social medias.
A social media with MCP is much better than a closed one.
Enterprise distribution 💪
Imagine is copilot actually delivers results like @bot 🤯
Ujwal retweeted
This is your reminder that there are tens of millions of people whose primary experience with AI is Microsoft Copilot
We are still so early
It was a little surprising to witness the launch of the personal agent protocol and get my hands on it to test and learn firsthand on day one. It has to go beyond just the transaction and build a better contextual understanding of the user for every business.
💯 % recommend attending AI fair over anything!!
Doing anything Friday of #SFTechWeek? Come to AI Faire and meet some of the amazing companies from @speedrun, past and future! (See below)
It's our biggest AI Faire yet!
Operators, execs, buyers: sign up here
partiful.com/e/WrF0Hv7cZLnp5…
Who has really cracked the agent identity play in the market?
There’s a lot of gas - but I'm looking for a handful of reliable players who have enabled identity + analytics at scale beyond demos.
In the AI rush, enterprises are uncovering data problems at their core that were potentially “ignored” because of cost functions. Just to figure out: gotta fix data foundations at scale to make AI useful beyond coding with Claude.
So early for enterprise AI as well
