kobe

a man of culture🌎 // ex @citi, @oddsjam
building 🗽 pw: whatsthemove?

[kobe @kobelum]

vibes in NYC are absolutely electric rn. so much happening all the time that if u blink u might miss it.

every night millions of new yorkers ask the same question

what's the move?

this summer I set out to build the answer.

beta is live. password: whatsthemove?

tap in 👀

[Michael Mignano @mignano]

My belief if you need to package an agent in a discrete product and brand, specifically designed for a core use case (which can expand to other use cases over time, just like traditional software businesses).

I think horizontal agents are too open ended for average consumers.

[kobe @kobelum]

@mignano exactly. consumers don’t know what to do with an “agent that does everything” nor will they give it complete enough context to actually do so

they want something that makes one thing in their life significantly better in a way that chatGPT can’t

[kobe @kobelum]

u know u posted a real banger when the algorithm doesn’t show it to anyone

[kobe @kobelum]

it’s because consumer AI agents are marketed as omniscient personal assistants that know you SO well that they can be trusted to run your life on your behalf (see orchid and subsequent backlash). but the problem is no normal person wants to live vicariously thru an AI doppelgänger or trusts it enough to give it authority over anything important

If Claude code fucks something up you can undo it. if a GTM agent makes a typo in one of 1000 cold LinkedIn DMs it sends out, nobody cares.

But what about when ur agent accidentally texts your ex? or puts down a deposit for a reservation that you actually can’t make but it didn’t know bc ur calendars aren’t synced?

the models may be smart enough but if they are working off context that is anything less than a perfect 1:1 mind map of you the illusion of the “everything agent” breaks

so everything agents end up doing nothing. and a large portion of consumers would NEVER trust some AI startup with that level of visibility into their life anyway

the first consumer agents to actually break thru will be those that people can trust to handle one specific thing in their lives in a way that the models alone structurally cannot

[Josh Miller @joshm]

Hot take… isn’t it kinda crazy that nobody is really using AI Agents? I don’t mean software engineers or AI early adopters. I mean “college friends talking about it in group chat,” the feeling you got when everyone started using Instagram or TikTok.

These frontier AI models are *insane* (as are the harnesses & tool calls & the like). And every large tech co has an AI agents platform, not to mention all the YC startups doing vertical agents. Yet all of your friends and family outside of tech — who spend all day staring at their iPhones and get paid to work in browser tabs — don’t really care or find themselves using any AI agents yet.

Yes ChatGPT, Claude, etc. are extremely popular… but if you look at the engagement data the vast majority of people are still using these aI chat tools like a glorified Google + Grammarly. That’s why the AGI labs are all pushing desktop apps for Codex, Cowork, etc. so hard to non-technical ppl. And yes exceptions for lawyers and customer service but even those have some asterisks and exceptions to rule.

Look I’m not saying the ChatGPT moment for AI Agents is not coming… it most definitely is! Remember we pivoted from Arc to Dia precisely because we believe computing is going to be radically reimagined around these AI primitives. No doubt. But that’s my point: it’s just so surprising it hasn’t happened yet because all of the tech you’d need is there.

Again if you stop for a second and think about it… for all the press and money and hype and models and crazy ARR numbers… this “AI Agent” moment does not *feel* like the other breakthrough tech moments we’ve lived through (e.g. think the shift to Stories via Snapchat & Instagram, or shift to on-demand via Uber/Airbnb/Doordash).

Which is a long way of saying: if you can figure out the answer to “why” most people don’t care about AI agents yet (and have no enduring interest in using them) — especially since the models and harnesses are here and ready — the answer to that question will allow you to capture a lot of marketshare and make a lot of money in 2027.

Theoretically, the tech is ready for AI Agents to totally transform how we work and live our lives… but alas the general public dgaf… that’s the generational puzzle to solve for the next 12 months for anyone not working on the models themselves.

[𓁹‿𓁹 @kitvolta]

what everyone in SF gets wrong about consumer is that we just wanna hang out and enjoy life and kiss more

[macy 💖 @gettles]

Scene tech is discovered. To be invented requires an inventor, but scene tech exists outside of humanity

[kobe @kobelum]

@juliey4 I still do this sometimes. if I ever ignore u for a couple days this is likely what was happening

[kobe @kobelum]

@techceopepe building in the night club economy

[kobe @kobelum]

@hangingforest @sbodrojan to be clear I do think LCD soundsystem is cool but this didn’t become the common consensus among Gen Z until we grew up. you couldn’t go anywhere without hearing arctic monkeys in like 2015

[kobe @kobelum]

@Tristan72010948 @sbodrojan I’m also Gen Z lol and yeah LCD has made a comeback because of the whole indie sleaze revival thing in NYC

but I’m saying arctic monkeys is the more accurate answer for Gen Z at large, aka “normies”

[kobe @kobelum]

@kaliyugacitizen sound system is baller just wish they had more diverse lineups

[kobe @kobelum]

went to Elsewhere for the first time in a about a year this weekend and there was a 30 minute line at 1am bc security was checking every persons wallet and zyn containers for drugs

KDC is now kicking people out for doing bumps on the dance floor

not to encourage open drug use but when formerly “underground” venues start doing this it typically signals that they’ve entered the “late majority” phase of the cultural adoption curve

Bushwick has fallen

where will the real degens go next?

[kobe @kobelum]

@unknowngroover @thisiszinger hate to break it to u but I’m pretty sure mister sundays is well past the point of being gatekept

[kobe @kobelum]

@vercinyc done ✅

[kobe @kobelum]

@thisiszinger haven’t been to sunset park yet but Beltran set there looked crazy

[kobe @kobelum]

@stephenmruiz @WorkOS @cbssaturday @flourandwater NYC next pls 🙏

[binji @binji_x]

Become un-summarizable.

be goofy and smart, funny and serious, confused and knowledgeable, unknown and known. go to a random event, sneak into a masters program lecture, watch standup with engineers, read books with fashion models, and develop expertise in colombian coffee and finnish mugs. cold dm your high school teacher with a song that has no context to them but you think they will enjoy,

have many careers, many interests, fail a lot and fail often. let people wonder where you are, let some think you are a disorganized mess, let others think you are buttoned up, dont even give the rest a chance to think

never be reduced to a word, you are an entire universe

[Heshie Brody @heshie]

this is why being in tech while living in ny is goated

you get to interact with a diverse set of people throughout the day keeping you in touch with the real world

like realizing that nobody outside of tech twitter sf has heard of Corgi

[kobe @kobelum]

@ibuprod @lolo_IRL huge