Building the next chapter. Former founding member @informalinc · Former @Autodesk Research
USA
Joined July 2008
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Good work week. When creating mobile apps for iOS and Android, even with coding agents, much still can’t be automated. Testing HCI and UI/UX nuances that the agent can’t see, feel, or touch requires a symbiotic effort between the agent and me. These remain bottlenecks in mobile agentic development.
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Unless you’re a pattern breaker creating something that fundamentally changes the paradox, copying it means destroying the incumbent moat.
for a startup founder right now the paradox is that this may be the best & worst time to start a company.
the opportunity surface is basically infinite cuz ai keeps collapsing the cost of building, experimenting, & entering new markets. but the durability of any individual advantage is collapsing faster than ever too. anything obviously valuable gets copied, bundled, or commoditized incredibly fast. before you can even blink.
& worse now the big guys are shipping fast too so in many ways you’re kind of running downhill while meta, openai, anthropic, etc. are driving behind you even faster in a giant luxury bus with the high beams turned on to the max.
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I agree with @nikitabier, especially on human verification. But my angle is that we need a way to validate that a perspective comes from a human, not an agent or an AI model. The single best reason is to ensure that we don’t converge on the average. Humans' perspectives are still valuable for pushing boundaries and evolving.
Bot detection & human verification will be one of the most urgent demands for businesses over the coming years. Agent swarms will suffocate every website and form; small companies and government websites are most vulnerable.
There is a huge gap in the market for this right now. When we looked at what offerings were in the market to use at X, there was not a single company that brought together all the latest technologies so we had to do it all in-house.
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Andy Nog retweeted
Say hello to Quint Studio!
Software is full of decisions about how things should work: what happens first, what gets retried, who can do what, and what should never happen.
Quint Studio lets you capture those decisions as executable specs, then checks your code against them as it changes.
So when a change, yours or an AI’s, breaks a decision you’ve already made, you can catch it.
Early access is rolling out to our waitlist.
Still quietly building and de-risking, but making progress. Deep focus and sharp execution. Aka GSD.
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I just picked up some used books from a store. AI won’t take away the small things that bring people joy, just as digital information hasn’t taken away the pleasure of reading a physical book. There’s something magical about experiencing things in subtle ways that only human senses can feel, and that AI can't replicate. This is a fact.
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If you want to teach people a new way of thinking, don't bother trying to teach them. Instead, give them a tool, the use of which will lead to new ways of thinking.
Richard Buckminster Fuller
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Building for AI (agents) as the end user will backfire for many companies. Humans are still the ultimate end user. Humans can provide the signals and alpha that agents are unable to deliver in feasible and economical ways. 🤖🚫🙋♂️✅
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I'm unsure who originally named the Go-to-Market (GTM) strategy, but I know what it entails. However, I believe the most successful companies may have placed too much emphasis on it early on. Perhaps they did later, but an MC2U (Market Comes To You) approach likely played a key role in their success. Many companies attempt to develop a GTM before their product has been properly validated. A product that undergoes a feasible -> viable -> need cycle is the one that effectively creates an MC2U advantage. Thoughts?
🤖 Made with AI
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Lately, I've been reflecting on Steve Jobs' inspiring speech, where he shares his story and assures us that the dots will eventually connect. The dots are in place, but only time will tell if they connect.
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"If you're in crypto, pivot to AI."
I used to hear versions of this, and it's the wrong way to think about the world. It's zero sum, scarcity thinking.
Crypto is a general purpose technology. It's infrastructure, the same way electricity or the internet is infrastructure. It doesn't compete with the next big thing, because it underpins it. It's an *and*, not an *or*.
AI being a megatrend takes nothing away from crypto. If anything, it makes crypto more important.
AI agents will need their own financial infrastructure and will eventually transact far more per day than all humans combined. They can't open a bank account, they can't wait three days for a wire, they reside in one country. They need real time programmable money (and that's crypto).
Agents will need to hold funds and pay for things on their own. We pioneered this with the x402 protocol, Base, and USDC, which now power the vast majority of all agentic payments. Agents will also engage in trading and act as a financial advisor. They will raise or borrow money for new projects they are undertaking. They will eliminate tasks for us around tax planning, portfolio rebalancing, and bill pay.
Welcome to the world of Agentic Finance (AiFi). This is what Coinbase is building.
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Yes, it is one of the most important use cases for Blockchain teapaw.org/andynog/status/1862338…
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The idea that AI will know everything about every business falls apart when you bring your car in for service and see a large garage filled with human expert mechanics working on complex problems. AI might enhance, but practically, we are still a long way from that. Instead, I believe more and more that AI will make these hands-on human jobs (mechanics, doctors, nurses, hospitality, etc.) more valuable than ever.
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