Mokhtar Bacha

Founder and CEO at @joinformal. Youngest @Consensys Alum.

I subscribe to crocker's rules

[Mokhtar Bacha @AHMB84]

@jgreze @TownAI @arampell @a16z @kirstengreen @ForerunnerVC @firstround @altcap @conviction Congrats team! @jgreze is the most cracked founder and I know and the product is magic!

[Mokhtar Bacha @AHMB84]

@paulg @dadiomov You could use FedNow/SEPA Instant Credit Transfer and it's cheaper than both cc and stable coins as it's free :)

[Mokhtar Bacha @AHMB84]

@MaikaThoughts Congrats @malika. You are the queen!

[Mokhtar Bacha @AHMB84]

this is 🔥

[Cursor @cursor_ai]

Cursor can now search millions of files and find results in milliseconds.

This dramatically speeds up how fast agents complete tasks.

We're sharing how we built Instant Grep, including the algorithms and tradeoffs behind the design.

[Mokhtar Bacha @AHMB84]

@o_heckendorn @RhysSullivan Fair ahaha! I also read a couple of your blog posts and very much enjoyed them :)

[Mokhtar Bacha @AHMB84]

@o_heckendorn @RhysSullivan lol no, I am advocating for what I believe makes the most sense, and I believe so much about it, that I am dedicating my life to it

[Mokhtar Bacha @AHMB84]

Just hedged against the incoming ship shortage. Upgraded the entire eng team 🫡🫡

[Mokhtar Bacha @AHMB84]

you can manipulate data with a proxy for literally every l7 protocols already (that's what we do at https://t.co/MDSlBfQ7zG). you don't need to wrap the data into another inefficient protocol like MPC, you can literally just be at l7 and do the exact same thing, which is way more efficient and easier.

[Mokhtar Bacha @AHMB84]

@rohanvarma According to you, “missing the opportunity window” seems to mean building a company that doubles ARR to $2B in six months and continues growing at an insane pace. As a founder, I’d love to “miss the opportunity window” in the same way.

[Mokhtar Bacha @AHMB84]

@o_heckendorn @RhysSullivan you can have an agent running the cloud in it's own sandbox installing clis, fetching doc and writing code, without the end-user realizing it. the problem MCP is solving (the connectivity problem between the model and the world) and the end-user UX is two distinct problems

[Mokhtar Bacha @AHMB84]

I’ve come to the conclusion that there are only two types of software businesses: either a proxy or a database

[Mokhtar Bacha @AHMB84]

@BetterCallMedhi worst decision of my life: trying instgram 4 years ago. best decision of my life: deleting my ig account almost 2 years ago

[Mokhtar Bacha @AHMB84]

@mikepinkowish that's future is here already with https://t.co/a8WJC6ksHf!

[Mokhtar Bacha @AHMB84]

@Linahuaa you should try Maison Bonnet in Paris, custom-made, incredible craftsmanship, no better place in the world to get your glasses

[Mokhtar Bacha @AHMB84]

@rathorehq Thank you!

[Mokhtar Bacha @AHMB84]

https://t.co/p0qVtwxLK3

[Mokhtar Bacha @AHMB84]

Everyone's debating MCP vs CLI.

Meanwhile MCP is already obsolete.

RAG was scaffolding to get information into the model. MCP is scaffolding to get actions out. The Bitter Lesson keeps teaching the same class: scaffolding dies.

Prompt engineering. Dead.
Retrieval pipelines. Dying.
MCP. Next.

Because AI adapts to us faster than we adapt to it.

Last month I onboarded our Head of GTM into our monorepo. Instructions: "install Claude."

Claude installed the GitHub CLI, walked her through auth, cloned the repo, opened a branch. No MCP. No custom tooling.

We keep building bridges to the model. The model is already on our side of the river.

So what actually matters? Not how agents discover tools. Who controls what they do.

A human executes dozens of actions per day. An agent executes thousands per hour. Least-privilege is now the only problem.

MCP is noise. The trust model is the signal.

[Mokhtar Bacha @AHMB84]

never used ppt until today. cowork literally made me download and install ppt. is excel next?

[Mokhtar Bacha @AHMB84]

Rhetoric is prompt injection on humans