Founder, StrategyLab, Inc. Professor, Kellogg. Investor, in more companies than I should.
Joined October 2008
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By FAR, the single most capital efficient and dollar for dollar highest number of users… @boassistant. That’s the real category to track. Very long.
Companies spent years battling bots. Now they’re fighting for their business.
AI agents are the majority of Web traffic and generate most code pushed to production. Soon, they'll be buying most of what gets sold online.
New piece with @omooretweets on the B2A economy 👇
Who is voluntarily allowing themselves to become exit liquidity next week? I have good friends at Anthropic who are going to make a LOT of money. I’m happy for them. But there is no chance I’m going to be among those funding that happiness :-).
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Full disclosure: I have a horse in this race, but it’s among the most compelling businesses in the global energy race (also, precisely why I’ve put a horse in the race).
A consortium led by the Groupe Mimran has purchased a majority stake in South Korea-based #LNG technology and assets firm GasEntec. #lngprime lngprime.com/asia/mimran-led…
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Bottlenecks in the flow of trade often present the most profitable opportunities.
job-boards.greenhouse.io/ant…
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Just a heads up: If you’re one of those “find a time on my Calendly” people, on behalf of socially-adept humans, no, we are not finding time.
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Amex knows.
Very excited to collaborate with the @AmericanExpress team and work on AI consumer experiences!!
We’re spending time on how to turn user intent into a great experience consumer, focused on helping platforms understand what users actually want, act on that intent, and keep the transaction in-app.
Built a way that feels native, empowering developers to innovate and users to authorize.
Excited to keep building together.
Grateful for the time, ideas, and conversation. Thank you @betaworks for letting us take over the legendary Fridenza :)
This is what it looks like to “think”. Rather than build on top of yesterday’s ideas, why not start with first principles in light of new technology?
Connectors feel like the obvious way to make the internet agentic.
I think they’re a dead end.
The internet won because you could go anywhere without asking the destination to integrate with your browser first.
Agents should work the same way.
If every service needs its own connector, you haven’t democratized access, you’ve created a toll booth in front of every website.
The internet doesn’t need to become API-native for agents to use it. And merchants shouldn’t have to change anything for software to transact with them.
Powered by @opheliaapi.
today we are announcing openrouter for commerce: opencommerce.sh
a single endpoint that integrates 5k stores, including Doordash, Amazon and most shopify stores, with payments using Agentcard (Stripe Link and Shop coming soon).
we built opencommerce to solve 3 problems:
* coverage: one endpoint to integrate 5k stores. agentic purchasing is a core feature for most personal assistants, but not their main business. searching for products and buying on behalf of users shouldn’t be as painful as it is today (e.g. it shouldn’t involve browser automations or dealing with PSPs). opencommerce solves that: 1 tool, every online store.
* reliability: 100% uptime. the challenge with browser automations is that they fail (e.g. captchas, bot-detection, etc). we run thousands of tests every couple of hours on every one of the stores to guarantee that the integration works when your user tries to buy something.
* speed: responses in under 10s. consumers are used to Amazon speed, and agentic purchases have so far felt like a downgrade. most agents spend minutes finding products before they come back with results. we monitor speed and improve it constantly.
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Funny, I was telling an investor the other day @opheliaapi is like @Google in the early days. It just works better than anything else on the market. It’s that simple, and that difficult, to achieve.
big things are happening @Google
very surreal being at HQ.
seems like we’re all racing the clock to unlock the newest and faster capabilities.
but maybe the real advantage is just to stay reliable. steady can actually win the race?
Confident + coachable. Companies often fail when founders are missing one of those two. Nothing more frustrating than watching a founder make the same mistakes you’ve witnessed many others make. Defensiveness is the tell. Hey founders: You don’t need to be right to get it right.
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60M views in less than 24 hrs. Health is the new wealth. @function + @MrBeast are the perfect pair to make a positive dent in the metabolic universe.
They wanted to get their dream bodies before their wedding and surprise their families, so I offered them $250,000 and gave them all the resources they’d need! Go watch :D
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What a great time to be agent-friendly. How often do your competitors lock their door to would-be customers?!
A crazy stat from our benchmark:
81% of the 144 @Shopify stores we tested are ready for an agent to shop them.
Scariest finding:
An agent shopping for a TV this week could buy from @BestBuy. But at @Walmart and @Target, it got stopped at checkout.
Shopping for sneakers, it could buy from @Allbirds. @Nike blocked it. With makeup: @Ulta finalized purchase, @Sephora blocked.
Every one of those agents took its order to the rival. Notice how the merchants unprepared for agentic reality are also falling behind. @Nike's revenue fell 4%.
Retail's next biggest market share shift is already happening, and most brands can't see it. Every store on the internet will have agents shopping across it.
To every merchant or retailer reading this: your “bot” settings are the new storefront. Might want to re-evaluate your Q4 plans :)
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Counter intuitive, but I feel like those who use agents for too many things I’d not want to hire. I don’t want agent jockeys. I want people who can think for themselves.
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__________is dead.
followed by
__________is the future.
Has to be least creative, yet most common, post on X.
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Venture capital is akin to a mortgage. No one celebrates a mortgage, except for startups. Celebrate revenue.
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Agentic assistants are like podcasts. Everyone thinks they can create one. You can. But, like podcasts, no one will listen. My guess we will see ~100 build viable ongoing businesses.
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There is no reason for stealth. No one is going to know who you are even when you’re not. It’s among the most disappointing facts of life I’ve seen too many builders go through. “Surprise!” followed by <crickets>.
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You need not predict this. It already exists. It’s called Ophelia.
another MASSIVE idea:
it’s become glaringly obvious that personal ai agents won’t monetize users by charging $20/month.
instead they’ll monetize on the backend by taking a cut of the spend they drive to merchants.
which means every agent is eventually going to want the same thing:
discounted pricing + rev share from airlines, hotels, restaurants and every other merchant they funnel spend to.
but it makes absolutely no sense for every agent company to individually negotiate bulk pricing with thousands of merchants.
so build one network that aggregates all of the spend and:
> negotiates discounted rates
> secures referral / rev share economics
> wraps thousands of merchants into one API
basically a giant affiliate network for ai agents, except the purchasing power of every agent is pooled together.
this concept is nothing new either.
companies like Amex have been doing versions of this forever: aggregate huge amounts of demand, negotiate better rates and monetize the spread.
but now imagine that across every vertical of commerce and making it available to every ai agent through one API.
whoever builds this will end up sitting on a Visa-like network for agentic commerce.
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