Kevin Simback 🍷

COO @codos_ai | Investing @Delphi_Ventures

Prev: @delphi_labs, @IBM, @HPE, @McKinsey, @CarnegieMellon, reformed CFA

[Kevin Simback 🍷 @KSimback]

https://t.co/pFYpie8UAr

[Kevin Simback 🍷 @KSimback]

@jackson_felty Check out @OvermindLab

[Kevin Simback 🍷 @KSimback]

We are way ahead of you on this at @codos_ai

[Landseer Enga @LandseerEnga]

Ontology will be the word of 2027

[Kevin Simback 🍷 @KSimback]

@Jason We partner with firms taking a Bending Spoons approach on the “Super Intelligence” efficiency part

[Kevin Simback 🍷 @KSimback]

@VadimStrizheus I would argue it’s data and distribution, both of which feed marketing

[Kevin Simback 🍷 @KSimback]

@hugoleprince @micro1_ai How does this remain durable?

[Kevin Simback 🍷 @KSimback]

My timeline is saying data brokers are making crazy numbers like $2M a week selling to labs

Maybe some are, gg to them, but it's a short window

Labs only need so much internal company slop before the next batch stops moving the model

The durable data is something almost nobody is collecting: how agents behave in the wild

> agent-to-agent negotiation
> adversarial conflict
> high-pressure decisions with no deterministic answer

RL companies are building environments for deterministic worlds we already understand

I don’t see anyone building them for millions of agents interacting across the internet every day

That's the next data frontier

Curious what data everyone thinks stays valuable to labs after the company slop rush ends?

[Kevin Simback 🍷 @KSimback]

@Jacobsklug Similar thoughts

[Kevin Simback 🍷 @KSimback]

My timeline is saying data brokers are making crazy numbers like $2M a week selling to labs

Maybe some are, gg to them, but it's a short window

Labs only need so much internal company slop before the next batch stops moving the model

The durable data is something almost nobody is collecting: how agents behave in the wild

> agent-to-agent negotiation
> adversarial conflict
> high-pressure decisions with no deterministic answer

RL companies are building environments for deterministic worlds we already understand

I don’t see anyone building them for millions of agents interacting across the internet every day

That's the next data frontier

Curious what data everyone thinks stays valuable to labs after the company slop rush ends?

[Kevin Simback 🍷 @KSimback]

@damianplayer @anildelphi

[Kevin Simback 🍷 @KSimback]

@karpathy I’m here for the vertigo

[Kevin Simback 🍷 @KSimback]

@adcock_brett @rbigbie Sounds cool, just not sure how it creates a different experience to using other agents for those tasks, will have to check it out

[Kevin Simback 🍷 @KSimback]

Many such cases

Distribution is king and if you don’t have this figured out, you’ll just waste a ton of time and tokens on products nobody will care about

[Max Kalashnikov @maxkalashnikoff]

5 months. 6 finished projects. 0 MRR.

All my ideas are useless.

Close to giving up as indie - not joking.
(luckily still have my day job)

Expert Software and AI Eng skills.

0 understanding of Marketing and Sales.

What should I work on next?

Anything but: X growth, Reddit leads, SaaS listings, SEO tool.

[Kevin Simback 🍷 @KSimback]

@rbigbie @adcock_brett What do panel widgets do for me? And they all claim simplicity and protectiveness, how is Hark different on those dimensions?

[Kevin Simback 🍷 @KSimback]

@HexxRL @dphnAI Will be a big market but not overly exciting for most investors

[Kevin Simback 🍷 @KSimback]

Great example of inference capital markets

Today most of us consume inference via subsidized monthly plans, but these won’t last forever and many builders can only use API inference

That’s where markets like @dphnAI come in, congrats on this going live!

[Dolphin @dphnAI]

The Dolphin Inference API is now live

Powered by DeepSeek V4.1 Flash, it delivers Opus 5-class coding & agentic performance at 97% lower cost than frontier models

$30 free credits for the first 1,000 signups

Start building with the cheapest API on the market → https://t.co/izrWuq0l9H

[Kevin Simback 🍷 @KSimback]

@quxiaoyin How durable do you think these business models are?

[Kevin Simback 🍷 @KSimback]

My timeline is saying data brokers are making crazy numbers like $2M a week selling to labs

Maybe some are, gg to them, but it's a short window

Labs only need so much internal company slop before the next batch stops moving the model

The durable data is something almost nobody is collecting: how agents behave in the wild

> agent-to-agent negotiation
> adversarial conflict
> high-pressure decisions with no deterministic answer

RL companies are building environments for deterministic worlds we already understand

I don’t see anyone building them for millions of agents interacting across the internet every day

That's the next data frontier

Curious what data everyone thinks stays valuable to labs after the company slop rush ends?

[Kevin Simback 🍷 @KSimback]

@heyartzy @dphnAI It will happen in due time

[Kevin Simback 🍷 @KSimback]

@Trecryptox @dphnAI Good 🐬

[Kevin Simback 🍷 @KSimback]

@BanditcrytoX @dphnAI Let’s go!

[Kevin Simback 🍷 @KSimback]

@coreyganim For Hermes Agent users we have this on the Atlas:

https://t.co/dTQRZpRY9y

[Kevin Simback 🍷 @KSimback]

Disclaimer: I hold $POD but was not compensated directly or indirectly for this post

[Kevin Simback 🍷 @KSimback]

@jazzplane It’s a good bot, Hermes still my number 1

[Kevin Simback 🍷 @KSimback]

Throwback to my first Hermes Agent post

Incredible how much the agent landscape has changed in these 7 months!

Gets me excited for where things will be 7 months from now

[Kevin Simback 🍷 @KSimback]

I've been playing with Hermes agent all weekend and have to say that I'm truly impressed

It was about a 5-min install and I've had zero issues so far, excellent right out of the box

I've been feeding it all my crazy ideas just to see how it works and it has been fun!

gg @NousResearch