Revolut has a great product but awful support. Their AI chat assistant takes 5-10 min per reply, says it's "having a little trouble accessing the data," then stops responding. Asked for a human, now 20 min waiting for an agent to join “shortly”. @RevolutApp
Personal agents finding and negotiating opportunities on your behalf with other people's personal agents is the future. And Index Network is building that.
Try out. It feels new and weird and cool. And it's showing the outlines of what will become the predominant way that economic activity and human coordination happens in the wild, wild future that is racing towards us at ever accelerating speed.
Today we’re launching @indexnetwork_
It’s been exciting to watch already. The first 100 people in are hiring founding engineers, raising seed rounds, writing speculative fiction. One said accepting an intro “feels like the early magic of the internet.”
Try it for yourself: https://t.co/QXepmjtM2L
The premise: With Index, personal agents can coordinate with each other and thus introduce the right people to their users. They do this by negotiating on their principals’ mutual intents, replacing the need for us to broadcast on platforms and scroll endless feeds.
In practice: You log what you're looking for (“signals”) by talking to your agent, it negotiates on fit with the others, and comes back to you with proposed intros for you to accept or pass on. It learns from each turn to surface more relevant people for you.
As founders, but also just as internet nerds - we feel the expectation to be constantly visible. It can be empowering but also tiring, especially when there’s little certainty in how algorithms will route the right people to see your post. On the market level, economists call this search friction: the idea that many deals are never made because it costs too much to find each other. We call it the right person, wrong time.
So that’s why we’re building Index - we’re keen to see what happens when we take social discovery out of the feeds. It’s possible now because of agents. They can help carry the burden of searching, shouting, negotiating, and coordinating in service of finding your others - and we’re so excited to see how this works in the wild.
We’re building this for a world where you can trust that the right person is not out there, but right around the corner. In fact, we even made a short film about it.
@sarlev_ Even as someone who has spent a lot of time in Urbit and has strong financial interest in seeing it succeed, it’s not clear if it solves any problem that I currently have.
Agree that the identity thing could be valuable and doesn't seem like there are great alternatives to this. But it's only valuable if there is a network and currently network effects don't work in Urbit's favor.
The self-hosting thing you can do anyway. You don't need Urbit.
The plausible security, is it really? I agree that security is a major concern for sovereign AI stack, but I'm not sure building on Urbit would make it more secure.
The sovereign AI stack for the future:
Compute - an always-on box you control. At home (something like @voravault) or a confidential VM in the cloud. Reachable over your own overlay network (e.g. @Tailscale).
Data + memory - everything personal lives on that box. A memory layer like Hindsight (@Vectorizeio) makes it better over time. If you use external AI services, have them continually update your memory.
Inference - local for small/sensitive work, open-weight models in attested TEEs (e.g. @near_ai) for heavy lifting. Nobody reads your prompts.
Agent - an always-on runtime that acts for you (e.g. Hermes by @NousResearch).
Software - apps generated for you by AI, hosted on your server, thrown away when done. No subscriptions. Seamless interoperability, since they can all talk to each other.
Money - stablecoins to pay for inference and services.
Exit - open formats and open source. Encrypted backups. Restore anywhere, leave any time.
Excited to share that I've joined @frachtisvc as an investor.
We write pre-seed checks into crypto infrastructure, AI, middleware, and consumer apps.
If you're building in these lanes, DM me.
We’re at an incredibly interesting time where crypto technology can be applied to solve some of the increasingly evident problems in the AI space. Right now:
⁃ Security is worsening over time as AI capability improves
⁃ Trust in frontier labs is eroding over time as they spread fear to the masses about what their technology is capable of
⁃ Unwarranted surveillance is becoming an issue for society as companies look for any way to collect new data to feed intelligence
Crypto was built for this moment.
Crypto was created at a time when trust in institutions had eroded and people were suffering the consequences of poor decisions made by a small number of individuals who held too much power within those institutions.
Crypto has always offered a fairer way to participate in the economy without restrictions imposed by centralised institutions.
Similarly, I expect crypto tech will offer us a fairer way of owning and using our intelligence long term. This structural shift is early and just getting started.
It is clear that the research we have been working on in crypto for the past decade is becoming more important than ever. Such as:
⁃ coordinating untrusted counterparties operating open source software using incentives
⁃ proving and verifying work
⁃ computing over private data
⁃ mechanisms for self-custody
We’ve already had some amazing teams come from crypto-native backgrounds and make an impact in AI, such as @NousResearch and @PrimeIntellect.
I believe this is only the beginning.
There is still a huge opportunity for crypto entrepreneurs to tackle some of AI’s hardest problems.
Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.
I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.
But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.
Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.
Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.
So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.
If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.