arthurdv

Founder, investor. I think and build with founders.

[arthurdv @2veel]

@brian_armstrong I'm wondering how we will need 'KYA' in this new economy and how to build a product around it

[arthurdv @2veel]

The pattern is the same everywhere.
From selling a tool to a human, to delivering the outcome without one.

[arthurdv @2veel]

The AI-native version of your business probably already exists in someone's head.

Here's what it looks like across 5 industries I saw recently:

[arthurdv @2veel]

Old business: Advisory firm selling "purpose" frameworks to sports brands and federations

New business: Intelligence engine scraping fan sentiment and athlete signals in real time, surfacing authentic narratives faster than any human team

[arthurdv @2veel]

We will need a whole new Internet infrastructure made for agents.

The next user interface should probably be voice. With voice, technology disappears and agents will execute in the background.

[Sam Altman @sama]

feels like a good time to seriously rethink how operating systems and user interfaces are designed

(also the internet; there should be a protocol that is equally usable by people and agents)

[arthurdv @2veel]

Products with no user interface will explode.

What’s interesting with AI and agents is not just that it makes building easier.

It’s that it changes what a “product” actually is.

For years, products were designed as destinations. You drive traffic, capture attention, and build interfaces people come back to.

Each platform shift came with new ways to reach users:

- search and links for the web 
- feeds and virality for social 
- app stores and push notifications for mobile

But AI agents don’t behave like users.

They don’t explore.
They don’t browse.
They don’t build habits.

They execute by calling whatever works best in the moment.

Which means many products are already starting to feel… poorly designed.

Too much surface.
Too much interface.
Not enough usable capability.

In an agent-driven world, value shifts away from owning the interface, and toward exposing something that can be reliably used inside a flow.

Not a destination but a simple function.

And this changes distribution in a deeper way than it first appears.

You don’t win by being seen. You win by being chosen — repeatedly — by systems optimizing for outcomes.

Which raises a different kind of question for product builders:

From “what experience should we design?”
To “what small capability is so useful that it becomes a default in how things get done?

[Brian Armstrong @brian_armstrong]

For the agentic economy to overtake the human economy, agents need a way to discover services.

We launched Agentic(.)market to give agents a discovery layer to find and integrate x402 services seamlessly.

Add the skill to your agent. And list your services to start earning revenue.

> npx skills add coinbase/agentic-wallet-skills

[arthurdv @2veel]

@BosonProtocol Agreed — both coexist.

Game theory for the open web. but KYA for other surfaces (banking, payments, compliance).

@GoKiteAI is building this with 'AI Passport'.

[arthurdv @2veel]

https://t.co/xMpHBSuyrv

[arthurdv @2veel]

A lot of founders are "adding" AI on top of what already exists.

Few are asking a harder question: what would my business look like if it was rebuilt around AI?

So I built a tool: describe your business or drop its URL, and see what your business could become — AI-first.

👇

[arthurdv @2veel]

It’s a v0. It’s rough. It’s incomplete. But it works.

[arthurdv @2veel]

Last week I wanted to answer a simple question:
how do you make life easier for AI agents on the Internet?

So I built an MCP server, Alakazam — making it public today.

https://t.co/gS4t2Clfzj

[arthurdv @2veel]

Simple use case: I watched my agent create an identity from scratch, sign up on Luma, receive the verification email, and complete the flow end-to-end.

No human involved.