The new moat in the agent era is being the tool agents reach for.
A coding agent doesn’t reinvent a database. It wires up Supabase.
The best devtools companies will make themselves obvious to agents: easy to find, easy to reason about, easy to wire up.
Devtools are entering a golden age, but only for companies that realize they’re selling to agents now, not just humans.
I'm traveling the world for a bit, starting with China but then hopping around the globe, anywhere. Open to any adventure. No plans, only a backpack. Hoping to meet & get to know humans from all walks of life. The pic is from a long hike on the Great Wall. For me, as a fan of history, this was an epic experience.
In China, first I'm visiting a few big cities & talking to engineers at the heart of China's AI revolution. After that, if feeling crazy enough, I'm hitchhiking (first time) across rural China for a few weeks. Hitchhiking because I think it's the best way to meet rural folks who I would otherwise never get the chance to meet. I hope to do the same in US and other places.
I have a request, if you have a travel recommendation, fill out the form(s) below if you feel like it. Or share with folks who might have advice about such travel.
Form 1 - travel recommendation:
If you can, recommend to me an interesting place I should visit anywhere in the world. For this, fill out form 1. Not touristy stuff, but something off the beaten path, that tourists may not know about, but is legendary. It could be as remote as meeting a herder in the mountains who is a local legend. Asia, Middle East, Europe, India, South/North America, Africa, Australia, anywhere. In China, I'm hoping to visit maybe Heibei, Shanxi, Shaanxi, Gansu, Sichuan, Yunnan, etc, so recommendations for spots to visit are helpful.
Form 2 - coffee:
If you want to grab a coffee with me anywhere in the world, fill out form 2 (please don't use form 1 for that).
Anyway, I hectically tossed stuff in backpack. Realizing I don't have a clear plan of any kind, which is probably the only way to do it. LFG.
Love you all ❤️
Guangzhou meetup today, headed to Hangzhou tomorrow
This is the trip of a lifetime and I am so grateful
https://t.co/6esAXWKQB7
For more info on Hangzhou
Worrying that your startup will be eaten by the model companies is like worrying that your life will be constrained after you become a movie star. You're far more likely simply to fail.
昨天跟一个朋友讨论,现在大多数场景里大家用 AI 的方式是把本身就已经转起来的业务效率进一步提升,比如电商、内容创作、编程、量化交易、客服等等。
但这个跟 2000 年前后,传统企业搞互联网改造很像,建一个公司网站放宣传信息,开一个官方邮箱,再认真一点的开一个电商页面让用户在线下订单,这就算互联网化了。业务流程没变,组织关系没变,市场结构也没变。
AI 里有没有从 0 到 1 的原生应用呢?就是像电商、社交网络之于互联网一样,原来完全不可能,因为 AI 的突破才变得可能的业务呢?也许从长期来说,这种新的业务形态才更贴近 AI 的本质。
我先说几个:
- AI 智能体组织的配置、领导、管理和优化。
- AI 安全。
- AI 辅助的价值投资。这块特别说明一下,程序化交易不属于这一类,因为没有 AI 也可以做。但价值投资,读财报,分析行业和宏观政策,感知市场情绪,评估风险,这些事情对于绝大多数人来说,没有 AI 以前是完全做不了的,是有了 AI 才能做的。
- 本地化 AI 上门服务。
- AI 培训卖课,这个已经跑通了。
还有哪些?
@garrytan Identify the right thin layer of software your models shall build? This takes decades of architectural experience and taste over all the available open source stacks in the world.