Anne Lee Skates

Parable Founder & GP @parable_vc | x-a16z: @whatnot @livekindred @prismsofreality | Biggest fan @spenserskates | “It’s always Day 1”

[Anne Lee Skates @anneleeskates]

Today I’m debuting Parable.

Successful companies make the impossible, inevitable. Their stories live long enough to become parables that inspire generations.

[robert @whatsrobdoing_]

i'm hiring someone to help make the next Naruto.

it won't come from Japan. it'll be made by fans on @watchmochi (yc s26).

we have 20k creators making 2k series/mo. you'll build the app they make it on.

join our team in LA as founding product engineer.

dm me or link below ↓

[Dan Hockenmaier @danhockenmaier]

All of these companies ultimately have to play ball

Those that provide real value for customers (eg amazon) will be mostly fine / preserve their economics

Those that are interchangeable with competitors and preying on consumer friction (airlines, banks) are hosed

Agents are machines for finding producer surplus and giving it back to consumers

[Spenser Skates @spenserskates]

Welcome @vijayeraji to Amplitude's board of directors.

Vijaye founded and led Statsig through its acquisition to OpenAI.

@statsig and @Amplitude_HQ's history are deeply intertwined.

Amplitude was initially inspired by Meta's growth team and their finding that 7 friends in 10 days was the best predictor of long term engagement for a new user. We were convinced everyone would need the same type of insights and started Amplitude in 2012.

Vijaye was working at Meta on Deltoid, their internal experimentation platform, among many other things. They effectively invented the modern data science and experimentation stack which is now standard practice across the industry. Fast forward to 2021, Vijaye left Meta to take Deltoid and other internal tools at Meta to the rest of the world as Statsig.

For a number of years we were competitors. We both had an engineering led approach where we'd build for each customer in a hands on way. Amplitude focused on its core of analytics and Statsig focused on experimentation. We both were making sophisticated measurement tools accessible. We'd copy each other's functionality, pricing, marketing, sales and support motions, and a lot else. Statig was a fearsome competitor with their advanced statistical engine, warehouse native capabilities, and engineering centric product.

Fast forward to earlier this year, Vijaye was looking for the right home for Statsig's product, brand, and customers, and we agreed that combining with Amplitude was the best way to continue the mission.

I'm excited to get the opportunity to work with someone who has thought deeply about the same mission. It's an honor to be able to continue the work together with Vijaye joining our board of directors. I'm looking forward to having his perspective as we build what's next. Welcome, Vijaye!

[Anne Lee Skates @anneleeskates]

Amazon entering the personal agents and computing/device race with a voice and ambient first approach 👀

[bee @bee__computer]

Introducing Bee Frontier and Bee Eclipse, two personal AI devices designed to remember the moments that matter most. One wears on your wrist. One attaches to your phone. Both keep you present. ↓

[Anne Lee Skates @anneleeskates]

Apple putting an AI agent in every home and room.

[John Ternus @johnternus]

Welcome HomeView

[Anne Lee Skates @anneleeskates]

@garrytan Or verticalized model to PMF application like Midjourney?

[brexton @brexton]

There's a trend in software (well I might be conflating a few trends) that I think is not going to bode well for most:
- With how insane coding agents and the models are getting, it's very easy to just build "everything" but we're seeing just insane scope creep that don't really serve the purpose of the "thing" the product wants to solve for customers
- Everyone is going to collectively relearn the painful lesson as to why super apps have never worked in the west (spoiler alert it was never that "software was hard")
- A lot of companies are calling themselves "labs" as a way to excuse themselves from building *one product* that people actually use (repeatedly) but rather multiple mediocre products (non-stop launches on the timeline), few are focused on actual "research" but rather are doing sub-par R&D or product development
- Because new software/products/features are so easy to build, it's easy to find new things to latch onto (technological innovation) that aren't the thing you should care about (like retention). I agree with Nikita that technological moats are mostly over
- When everyone is gunning to build *everything*, there's massive alpha in just building simple things that are focused and well-executed

[Anne Lee Skates @anneleeskates]

@SOTAwives @MilksandMatcha @vivianmshen Can’t wait to listen 🔥🔥

[Anne Lee Skates @anneleeskates]

@kiwicopple @jacksbridger What made you pick Dots?

[Ambiguous AI @ambiguousio]

Ever ask your AI agent to do something and it says “I don’t have access”? 🙃

Today we launched Ambiguous Workspace: 18 productivity apps reimagined so work flows between your team and agents.

Each agent gets its own identity.

Free for up to 5 teammates. Create a workspace ↓

[Anne Lee Skates @anneleeskates]

@bksun Perfect price discrimination, so no technically two of purchases of the exact same item will be the same price?

[Anne Lee Skates @anneleeskates]

https://t.co/nPTIJEJKQ9

[Anish Acharya @illscience]

It's crazy that the top 1% of spenders have almost doubled monthly spend to almost $1,000 / month - demand here is very strong and demonstrates the opportunity to build "narrow startups": high-priced software with a very small N of customers.

[Zain Javaid @zainmfj]

Introducing Core, The Personal Al Computer

The most powerful technology humanity has built should belong to you

Order today: https://t.co/tlNxSu5B5C

[Kyle Mathews @kylemathews]

People keep reaching for "factory" metaphors for AI, but factories run one process to make identical parts. Knowledge work is more like an R&D lab or a Michelin kitchen: you might spin up a little assembly line to make 20 of something, then tear it down — not run it for years.

[Anne Lee Skates @anneleeskates]

@sri_batchu Could be different if AI automates work consumers don’t want to do.

[Anne Lee Skates @anneleeskates]

@thejessezhang @DecagonAI Traffic lights for agentic actions!

[Anne Lee Skates @anneleeskates]

PACT by @DecagonAI seems a great solution for agent permissioning - it allows an agent to prove which person it represents and what that person allowed it to do. Traffic lights for agentic actions are here!

[Jesse Zhang @thejessezhang]

Super excited to announce @DecagonAI’s personal agent gateway!

Personal AI assistants like Muse, Instinct, Dots, and Grok Bot are taking off. They’re already starting to buy, book, cancel, and negotiate with businesses on behalf of consumers.

This creates a new challenge for businesses… but blocking them risks turning away customers.

Everyone will need an equally smart agentic front door that can handle interactions with both agents and humans.

Personal Agent Gateway helps enterprises identify personal AI assistants and customize those requests so that you can give a great customer experience while controlling all your logic.

We’re also announcing our PACT protocol that allow personal AI assistants to prove who they represent and what they are empowered to do.

Read more:
https://t.co/XSOVvujrVm

[Anne Lee Skates @anneleeskates]

@gconsig agree, that's why I think build-your-own agent is for major retailers/brands only

[Anne Lee Skates @anneleeskates]

All major retailers and brands will have their own agents just like they built their own apps/websites. This is just the beginning!

[Natalie Lung @natlungfy]

BREAKING: DoorDash unveiled a text-to-order AI agent that works inside iMessage, its answer to popular agentic tools like Instinct and Muse

It is also opening a waitlist for its MCP for enterprise agents to do corporate ordering.

DoorDash doesn’t have an official connector for Muse, but @andyfang told me that’s “TBD”. Doordash is talking with Meta and different AI players to meet users where they are, he said. (CEO Tony Xu is on Meta board)

Photo credit: DoorDash

https://t.co/tcm8aMECp2