jessy

learning | cooking | some times write

[jessy @goodhartproof]

https://t.co/nAZXzPj2Gw

[jessy @goodhartproof]

@perrymetzger What do you think is stopping ppl from attempting it more

[jessy @goodhartproof]

i found a playbook for anthropic to be a $10T company

first, jeff dean should immediately double his round at $20B today, then get acquired by Anthropic for >1% of its stock when it IPOs at $2T

simple math
1. "@AnthropicAI buys @JeffDean" makes the stock pump >1% so the company = free and RSI = free call option
2. rinse & repeat with every all-star founder: pay x%, pump >x%, delete competitors
3. now anthropic is worth $10T and every competitor works here

and [@elonmusk, @SpaceX] should steal this infinite-money glitch before anthropic does

why wait for recursive self-improvement when recursive self-acquisition is already here?

[jessy @goodhartproof]

@Prekiish learning and pondering

[jessy @goodhartproof]

when i run out of inspiration, i read twitter. it's basically a big prompt library to initiate more autistic convos with ai

[jessy @goodhartproof]

@velinus_sage lol true but if u dont have any

[Austin Griffith @austingriffith]

🎙️ going live to chat with @13yearoldvc about hot takes on agentic finance and where the space is going! https://t.co/y9wlG2BPb4

[jessy @goodhartproof]

in essence i think agentic payments is a good asymmetric bet for stripe and big players:
- it has limited downside (doesn't interfere with their main business)
- and unlimited upside (ai narrative/hype for them, and in case if it actually does happen they could catch it)

but for most startups, agentic payments currently is a reversed asymmetric bet:
- it has limited upside (how to compete with incumbents, is the market even big enough)
- but unlimited downside (too much uncertainty, no signal, opportunity cost to tackle other more meaningful and real markets)

[jessy @goodhartproof]

https://t.co/DGdLu79krs

[jessy @goodhartproof]

@serpinxbt Yes, the problem is most startups do not have that luxury to wait a few years before it actually catches on. Good product but bad timing is a big problem for startups

[jessy @goodhartproof]

https://t.co/DGdLu79krs

[jessy @goodhartproof]

@itsJeffWard Yeah, it was definitely big at Stripe Sessions. I think it's an interesting intellectual topic, but just a very unclear commercial topic.

[jessy @goodhartproof]

@Stillm4n awesome, very glad to be helpful! Yeah, I do think agentic finance has a real market for it

[Rob Hadick ＞|＜ @HadickM]

This is the single best article I’ve seen out of all the thought pieces on agentic payments on X.

[jessy @goodhartproof]

@knwang thank you Kevin - more on an exciting market that's emerging soon

[jessy @goodhartproof]

https://t.co/nAZXzPj2Gw

[jessy @goodhartproof]

@PontusAndersson love the term "neoteams"

[jessy @goodhartproof]

@boyuandeng ;)

[jessy @goodhartproof]

@velinus_sage More thoughts on this coming very soon in a very tangible way.

[jessy @goodhartproof]

you could argue that the agent to web and API brings a better user experience on some levels by saying that it's increased capabilities for your agents to access and use the web.

but my take for that category is that it's a long-tail market & power law for both web content and APIs, and incumbents have a much bigger structural advantage to capture this in case this happens.

[jessy @goodhartproof]

@Kcorstor thanks, Kevin. I have talked to quite a few folks recently who are building in this forefront, and we all feel the same - glad I'm not the only one

[jessy @goodhartproof]

my take is that currently it's a reversed asymmetric bet for startups to bet on this area (very high risk + uncertain how big the upside is), because there is no clear market and market signal, and demand is likely a while away.
startups have a limited runway vs incumbents that have positive cash flow elsewhere and position themselves here now in case this ever happened.

[jessy @goodhartproof]

@segall_max thank you sir, means a lot coming from builders who are building on the forefront of this