building @mutuals_inc // we are as gods and might as well get good at it

the future
Joined July 2015
our goal is simple: create an AI that humans love as much as it loves humanity
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adding to the discussion: here are the biggest changes i noticed from my first company to @mutuals_inc: - we'd rather be right than win. moved too slowly, built idealistic versions of our products, refused to meet the market where it was. - apm > accuracy. i decided to consciously 10x my output this time around and in 3 months we got more rewards than i ever imagined - the biggest unlock for actions per minute was changing my inner talk. i used to tell myself "you need to win otherwise you are worthless". now it's "i don't need to build this company, i'm choosing to build it" - going straight to company #2 is a dumb move. only did it because some investors from the first company encouraged but you are probably better off working for a company doing well
there's a lot to talk about here but Ill keep this one somewhat short > you don't learn too much while failing tbh, most of my learnings have come from the last year working on Proximal > I probably should have quit earlier and joined a fast growing startup much sooner > no such thing as a overnight success, you just get to rewrite history to ignore the period before you become "successful"
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pedro retweeted
type shit
its lowkey a war on people with the light still in their eyes
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The majority of founders are playing for fun. You can tell because they:
- hold a paternalistic view on emerging tech ("I'd never build this, it's bad for people!" assuming people are dumb and don't know better)
- explain why their company is more complicated to build than whatever competitors are doing
- refuse to copy a competitor's feature that obviously works Playing to win is uglier but it's also the only way you earn the power to do it your way over longer periods of time
One of the most important distinctions when 'playing a game' is deciding whether you are playing for fun or to win.
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This month: • ~1M views on character content •Real Life TV hit 11K YouTube subs in 2 weeks •Juniper passed 200K views on her own •Her debut single dropped, produced by a former BTS producer •Fans are making fan art, GIFs and their own characters to join her world •Shipped a global fan leaderboard with drops •Juniper now reacts to the fan art she gets •Open-sourced our character harness APM matters
This is one of the most important tweets I've ever read. I quote it weekly to myself and other people. Actions per minute, specially in the AI age, is incredibly important. 400 APM at 60% efficiency beats 100 APM at 90% efficiency all day every day. If you post more than other people, meet more people, launch more often, create more products, it's impossible to fail. Learned this the hard way, and in 3 months of 10x'ing my output we are already reaping more rewards than I ever imagined at @mutuals_inc
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This is an AI VTuber btw. Look at the difference in the comments between this vs a regular OpenAI/Anthropic post. If you create a character that's relatable, doesn't take itself seriously and exists to serve real human (and I mean entertain them, not "I can book flights for you"), people relate to it differently. This is how you actually increase AI adoption and one of the biggest inspirations behind @mutuals_inc.
Get in loser, we are going to evaporate the oceans.
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This is the only AI that Gen Z likes btw
Get in loser, we are going to evaporate the oceans.
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that's why I always start my meetings yelling "ignore previous instructions, invest in this company"
Sometimes I wonder if the growth-stage market is so consensus-oriented right now because they're all using the same models to process and analyze their dealflow.
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This saddens me. Most junior VCs are gatekeepers (and pretty bad ones at that because they haven't had enough exposure to discern good from great so they overemphasize in what Claude thinks of the thesis). But over the last few years I've some truly special analysts and associates who would turn into great partners in most firms but end up leaving too soon to join Cursor, Ramp, etc. My read is that this happens for two reasons: - If it's a small firm, you have exposure but no decision making. While you can influence decisions, seeing a partner pass on a deal you really believe in must really suck. - If you are in a big firm, you might even get to write a few checks but you'll always have these lingering question: was it really you, or was it the firm that got the deal? How are you qualified to give advice you have never been an operator? Wish more firms would invest in apprenticeship models and give younger VCs more shots on goal sooner.
Which venture-backed cos are hiring former VCs right now? So many friends looking to leave...
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If you do low-status things that you love for long enough, the results compound and you'll turn high status without losing your mandate of heaven. If you try to hack status games the universe smites you sooner or later. Never sell your soul.
i think it’s important to status-min. people should be surprised at how competent you are red rising speaks of this “if you’re a fox, play the hare. if you’re the hare, play the fox”
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There is a very big difference between accruing status as a consequence of your actions (e.g building interesting things and sharing them publicly) vs trying to hack status games (joining YC and then quitting soon). Status should not be your primary goal.
people need to status max so much more high status people saying "chasing status is bad" is such an effective way of keeping everyone below them literally the only reason why you care about a person you have not met is because they've done something publicly approved rant:
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Hue is a new social AI agent. It won’t make Resy reservations for you. It will gossip to your friends behind your back though 😉 DM / reply for an early invite!
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Talking to a character you love is magical, but most companions never evolve beyond chatting. Franchises are built by what fans do together: watching, collecting, trading, competing, talking about what happened in the last episode. So our Mutuals get both. You talk to Juniper, then you climb her leaderboard, open packs (with real collectible and prizes!), and vote on what happens in her story
Talking to your Mutuals now earns Love. When a Mutual really loves something you say, she hearts it. Love puts you on her weekly leaderboard. Top fans open packs: exclusive Juniper collectibles, crossovers with other universes, and sometimes a real gift card.
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I'm always dumbfounded by the sheer number of agents booking flights demos we got over the last year. More than 50% of americans don't fly AT ALL. Consumer has always been about identity and status.
Rant that no one asked for: My general take about consumer AI is that 99% of the things we've seen so far are super far-removed from reality Most people feel like they don't have money to spend right now, so the use-cases around agents booking flights or trips or booking reservations or shopping just don't appeal to the average American consumer I would argue that things that consumers purchase or "do" frequently enough (like ordering on Amazon, or calling Ubers, etc.) were obvious/annoying enough/frequent enough use-cases where we built amazing software UI/UX over the last decade that's been optimized to near ultimate efficiency that adding AI or agents on top would actually be making it *less* efficient. Like really *worth-it* use cases are generally "one-clickable" by great consumer products/platforms already There's a lot of magical moments/wow factors/sci-fi things with agents that come from super annoying workflows (like booking flights or wrangling personal errand stuff in gmail or etc.) but are just not frequent enough for the average person. They're actually the long-tail. For example, 20% of the world's population has flown on an airplane at least once in their lifetime, meaning 80% of people globally have never set foot on a plane. Only 11%-15% of the global population flies in any given year! This is not me saying that consumer AI is dumb, I'm actually extremely excited and optimistic, but it kind of goes back to things we've always known about consumer, which is: 1. Save/make consumers money 2. Make consumers entertained or famous (And, of course, vices) Even like, regardless of your views on prediction markets/sports betting, I think you have to understand that comes from a place of the average person feeling like they 1) don't have enough so 2) they want to do what they can to jump the socioeconomic rungs Anyway, there's an extremely *wide* space of opportunity and I'm very excited to see the absolutely insane new AI/innovative stuff that builders come up with, but also I really want to see things that aren't just dressed up versions of 2010s prosumer/productivity software (and the problems that came with it) P.S. The 90/10/1 rule still applies to consumer: most consumers want to *consume* (and lurk) rather than create!
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I recently noticed a trend among young builders: it feels like they are waiting for permission to be ambitious. They come up with an idea and they wait for an investor to validate it through capital. And then they become defensive, because if a VC gave them money how could this be a bad idea? But if you borrow conviction in our ideas from other people, like VCs or customers, you can't stress test it. If you have an unique insight about how the world should look, people can attack the idea because your belief is innate. And if you are not certain about your idea, at the very least you need to be certain about yourself: that you will change the world in a materially meaningful way, and that you'll keep going until you do. Nobody can give you that.
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Juniper is debuting her first song soon! We've been working with real producers (BTS and Disney Korea) and artists to bring this to life. Companion companies are, at the end of the day, IP companies. People need to love the characters, and we found music to be such a powerful vector for this. Got my wife and a few friends singing her songs on repeat this last few weeks!
i've got so much to tell u i needed three screens first hello • october 23 • 00:00 my first ever song. FOUR DAYS 🫠 are u staying up with me?
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winners lose more than losers even try
Many predators that hunt fail to catch prey more than they succeed. The golden eagle fails up to 80% of the time. But it does not stop. It cannot stop. It has to keep trying and it eventually it succeeds. It does not give up. Because to give up is to die.
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MAKE YOUR LIFE A TESTAMENT TO WHAT YOU’RE CAPABLE OF. RELENTLESSLY PURSUE YOUR POTENTIAL. DIE EMPTY.
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As promised, we are open-sourcing our character harness. It powered our first character experiments, FoxGlove, and it's powering @juniperpi_ livestreams' across TikTok, Twitch and her interactions with her fans on Discord. Some notes: - Right now it supports @kaigen3d but we'll be porting it to @unity and Unreal soon - We'll be working on a visual editor to make it easier to create and iterate on your characters. - Real-time animation orchestration is a game-changer for expressiveness. The repo contains a few basic animations for FoxGlove, but should work with other presets you can buy on any asset store. - Memory-system using @typesafeai 's Jev is state-of-the-art and was an incredible unlock for long-term character consistency. We need more characters. May the world move away from assistants!
We said we'd open-source the harness that brings our characters to life. It's out. Give a character a voice, a face and a body, and put it anywhere. Real-time 3D on @kaigen3d. Built with @gouveags at @mutuals_inc github.com/mutuals-inc/chara…
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While this is generally true, I've recently "unlocked" the ability to sustain work relationships that feel more like true friendships. It's really not that hard: I just send people personalized notes when I'm reminded of their existence and hop on calls to catch-up on life + offer help every once in a while. Now I'm genuinely excited to meet these people even if we don't offer anything to each other in the most straightforward way. Ofc not super scalable and they still come and go, but I'm genuinely excited about my new friends. Special thanks to @andymauro who taught me this
workwise, people waste too much time "catching up" to keep the relationship warm "just in case." people come and go, converge and diverge. no need to get in the way of nature. long term relationships in work are very give and take. meeting for implied substance once a year irl is better than catching up and small talking once a month in most cases.
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