Founder, StrategyLab, Inc. Professor, Kellogg. Investor, in more companies than I should.
Joined October 2008
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- Followers1.9K
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Andrew Razeghi retweeted
Move over, B2B and B2C - the B2A economy is here
Agents are the primary users of the Internet, and soon will be the primary customers for every product
Our thesis @a16z on the massive opportunity here 👇 (cc @venturetwins)
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 👇
Andrew Razeghi retweeted
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 👇
Andrew Razeghi retweeted
opencommerce.sh + @onkeiki: add purchases to your imessage agent in 1 click
agents on @onkeiki can now buy from 5,000+ online stores. your customer asks in the chat, approves the order, and it's placed.
powered by opencommerce
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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Andrew Razeghi retweeted
Legit the opposite of agentic progress…
Making agents learn every merchant separately.
If agents need a separate integration for every merchant, you’re only deepening systemic fragmentation and becoming slower as a product.
It's pretty magical when your agent...just works
@instinct just partnered with @OpenTable, so it can now book and manage your restaurant reservations
No blocks, not TOS issues, and @link deals with the card holds, deposits, and other payment flows
Watch me make dinner plans 👇
Andrew Razeghi retweeted
is your api infra propagating intent to every merchant accepting transactions and every issuer authorizing transactions? is your api infra deciding who takes the liability?
yall are doing amazing work (check out @opheliaapi!) but the core misalignment problem is so massive one product isn’t going to fix it!
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 :)
Andrew Razeghi retweeted
I miss the days when founders sent poorly written emails with interesting ideas. Now I get beautifully written emails with absolutely nothing interesting to say. Dear founders, the single fastest way to make your pitch stand out today might be to stop using AI to write it. AI has democratised the ability to sound intelligent without having anything intelligent to say.
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.