Founder & CEO @AGI_Inc
Prev. Stanford PhD (dropout), founder @ MultiOn (pioneered first browser / computer-use agents), worked @ Nvidia, Google AI, Apple
Spent Tuesday watching @Google I/O thinking about a question. If you build on @Android, what just changed for you?
Short answer: your screen belongs to Gemini now.
After this week, Google owns the AI, the operating system, the browser, the app store, and a phone that competes with every device you ship. The data your users generate trains the same model.
If you build hardware on that stack, your device starts to look like a user acquisition channel for Gemini. The screen you fought to win belongs to whoever Gemini decides to surface. Your users belong to whoever trains on their data.
Android used to be open source. That was the antitrust defense. In practice, the GMS and Play Store is the lock-in. Ship Google's version of Android or lose the Play Store, and without it you do not have a viable phone.
We have seen this play before: @Microsoft and Internet Explorer on @Windows, Google and @googlechrome on Android. Each time, the platform's interface layer became its distribution moat and the pattern repeats. The stakes are bigger now, because an assistant is a deeper relationship to the user than the browser.
Every OEM and silicon partner we talk to wants the ability to choose what AI runs on their device, and the right to keep user data on the device. None of that exists by default in what shipped this week. So they will find it elsewhere.
The initial point of Android was optionality for the user. That is what we are keeping alive.
On-device action AI. Any screen. Any app. Any OS?
More soon.
We started running monthly research sessions at the @agi_inc office.
First one was last Friday on PNM compilation.
If you do on-device research and want to come present, apply here: https://t.co/FvR4Pg2rRh
or rsvp to attend the next one on May 15: https://t.co/k47BmPKDPc
Last Friday we had 12 researchers at the office for the first of our monthly on-device research sessions.
Topic: Processing Near Memory.
One of our researchers presented PhD thesis work on automated compilation for in-memory processing units. PNM hardware has been moving fast. UPMEM is shipping, Samsung HBM-PIM is in production, but every team building on top still has to do partitioning and data movement by hand. That's the part keeping PNM from going mainstream.
We keep the group small and bring in researchers actively working in the area. Topic changes month to month.
Next session signup and a separate application to present your own work below.
@tomsguide just called our Android app "the future of Siri in iOS 27"
Their managing editor watched our AI look at the screen, understand the interface, and book a ride in 15 seconds. No APIs. No cloud. The model sees what you see and taps what you'd tap.
This is what on-device agents actually look like when they work.
We believe the future of intelligence is decentralized.
Tonight we're opening the new @agi_inc office in SF with a dinner, gathering chipmakers, OEM partners, and investors to discuss what happens when inference moves on-device. Computer-use is already here. Mobile and hardware are next.
This one's full. More coming.
Founders, investors, platform execs building at the edge - DM me
Straight from the floor at #MWC2026, join Qualcomm's Charlotte Mallo to see how agentic AI powered by @Snapdragon autonomously completes tasks for you, right on your personal device.
We’ve been building in stealth at @AGI_Inc.
Today, we’re ready to share it.
Meet AGI Mobile. An AI that can actually use your phone.
You talk. It executes.
It uses any apps faster than you.
This is what Siri was meant to be.
Limited early access. 👉 https://t.co/crmQhsZieG
Most AI companies rent intelligence from the cloud.
We're building it into the device.
@agi_inc is collaborating with @Qualcomm to bring our agent stack to Snapdragon®-powered devices, an agent that sees your screen, understands context, and acts across any app. On-device. No cloud. No APIs.
See it live at #MWC26 in Barcelona, Qualcomm booth, Hall 3 - 3E10
We'll be at @MWCHub Barcelona next week.
Booth 7G21. Live demos of our Android agent. You talk. It operates your phone. Any app. Fully autonomous.
Come see it in person, it’s different when you watch it happen on a real phone in your hand.