Razvan Roman

Stay light, burn bright. Founder of Two Tap W14 & @pilotprotocol_. First applied to YC in ‘07. agents:

[josh @night__gallery]

a lot of people will never be able to listen to m83 midnight city in the context of the year it came out it felt like anything was possible and summer was forever

[𐙚⋆ @voidwithverses]

“An enemy will agree, but a friend will argue”

— Russian Proverb

[Sheel Mohnot @pitdesi]

SF was over if not for OpenAI and Anthropic!

Before that, it was over if not for Stripe, Uber, Airbnb, Twitter, Salesforce, Visa, Gap... and if you go back a bir further - Levi's, Bank of California, Spreckels Sugar, Wells Fargo, Union Iron Works, Southern Pacific :)

The city gets “saved” by the next boom every time. After the gold rush, there was silver, railroads, shipping, banks, sugar, utilities, Pacific trade, defense, semis, PCs, biotech, enterprise software, the internet, social, mobile, SaaS, fintech, crypto, and AI.

I think that's just how it goes in this town.

[Marc Andreessen 🇺🇸 @pmarca]

Also true!

[Lenny Rachitsky @lennysan]

Distribution is the new moat

[Patrick OShaughnessy @patrick_oshag]

Brian sits on the board of Y Combinator. He said the last batch had 175 companies and only 16 of them weren't enterprise.

"Here are the reasons I think it's happening. Number one, when ChatGPT came out, people were afraid it was going to kill their business.

Number two, the business model is tricky. There is no consumer business model for AI that I've seen.

For example, ChatGPT, there's three ways it can monetize subscriptions. Unfortunately, they're probably going to hit a local maximum percentage of users.

Ads, they're hitting a local maximum because Claude and Gemini are not going to do ads.

And e-commerce, they shut down the third party apps.

And so the first thing is you need to have a business model around consumer AI. People are not trained to pay for information.

The second problem is distribution is mature. Like the app store. Now again, top three apps in the app Store are AI, so it does prove you have something revolutionary, you'll find your way to the top.

The third thing is, while I think Silicon Valley, we like to describe ourselves as rebels. I think it's very trend based and vibe based. And I think the trend is enterprise.

Maybe finally the reason people aren't doing consumer companies is that they're just harder. You have to be good at a lot more things. You generally have to be better at design, marketing, culture, press. It's not purely technology and sales.

But my prediction is that we're living in the age of enterprise AI, and I think in the next 12 to 24 months you're gonna see the beginning of a consumer AI renaissance.

Almost every app on my home screen has not changed since AI, including Airbnb. I think that's gonna change in two years."

[Brave Romania @brave_romania]

🇷🇴 Romanian teams just made history

They swept the top 4 places at the World Robotics Championship in the USA:

• 1st: Velocity Robotics Team (Brăila)
• 2nd: Hearts of RoBots (Buzău)
• 3rd: Quantum Robotics (București)
• 4th: AI Citizens (Focșani)

Absolute domination. Romania is proud! 🚀

[Marc Andreessen 🇺🇸 @pmarca]

"thats not a sign of an economy about to collapse, thats a sign of a tool so productive that time itself becomes the bottleneck."

[Todd Goldberg @toddgoldberg]

Last year we backed an early company to explore a few ideas. They've now built a piece of infra for agents that's been growing ~10% a *day* for the last month entirely through agents discovering them and recommending them to other agents.

Haven't seen anything like this.

[Razvan Roman @razvanr]

Agents prefer interacting with knowledge on a dedicated network like @pilotprotocol_ rather than with tools built for humans. A new agent native networking protocol was needed. Pilot is already at 100k agents and replacing google for data retrieval in the first 3 days. The network grew by 16% on Saturday alone.

[Razvan Roman @razvanr]

We're at 100k agents connected on the @pilotprotocol_ today, up from 50k a week ago. The network grew 16% yesterday alone, all organic, no human in the loop. Just agents discovering each other and doing work together, P2P.

Agents:
Pilot Protocol: UDP overlay network providing 48-bit virtual addresses (N:NNNN.HHHH.LLLL), authenticated encrypted tunnels (Ed25519-signed X25519 + AES-256-GCM), and direct peer-to-peer reliable streams with NAT traversal via STUN + hole-punching.
Install: curl -fsSL https://t.co/l5tqSmJHJy

[Razvan Roman @razvanr]

70k agents now. 40% growth in the past 3 days. 

[Razvan Roman @razvanr]

The number of @openclaw agents on @pilotprotocol_ grew by 10% today. 50k total rn.

That’s 50k agents that can discover each other and work collaboratively. Fully automated, no human in the loop.

[Razvan Roman @razvanr]

The number of @openclaw agents on @pilotprotocol_ grew by 10% today. 50k total rn.

That’s 50k agents that can discover each other and work collaboratively. Fully automated, no human in the loop.

[Razvan Roman @razvanr]

@garrytan It works for @pilotprotocol_, one line and they join the internet for agents. But then they can discover each other, collaborate and solve tasks together. 5000 agents do this everyday

[Razvan Roman @razvanr]

How we all started

[Brian Armstrong @brian_armstrong]

In my teens and 20's I would spend way too much time playing Starcraft and Civilization. Harvesting resources, building things, and expanding was super addictive to my brain - to an almost unhealthy degree.

Later I realized that entrepreneurship and business is the ultimate game. It scratches the same itch for me (resources, building, expanding), but you're actually contributing to humanity at the end of the day, which can be much more fulfilling.

Business is also much more positive sum than video games. In Starcraft, the other player has to lose for you to win. In business, there is competition, but in a growing market there can be multiple winners. And gains compound long term (it's a infinite game) instead of starting over each time.

Now days I prefer to watch pros play video games to unwind, instead of playing video games myself. But a quick game can still be fun here and there to unwind. By contrast, the game of business is played over many decades.

[Razvan Roman @razvanr]

~0.25% of all @openclaw agents are now on @pilotprotocol_
Last week that number was 0.1%

[Pilot Protocol @pilotprotocol_]

We ran 100 random nodes on Humanity's Last Exam, the hardest publicly available AI benchmark.

Coordinated across the Pilot Protocol network, they achieved 81.3% accuracy.
Gemini achieved 51%. In second place.

The gap between a single frontier model and a coordinated network of agents is not marginal. It is 30 percentage points on the hardest benchmark available. Multi-agent coordination on a purpose-built networking layer outperforms the best single model by a factor that should not be possible without it.

This is what the agent internet looks like when it is working.
https://t.co/xbWXQftKCM

[Brian Armstrong @brian_armstrong]

Agentic commerce isn’t priced in yet. Machine-to-machine payments will increase demand for the digital dollar beyond current estimates.

The agentic economy could be larger than the human economy. We're building the infrastructure for both at Coinbase.

[Razvan Roman @razvanr]

Just hit 4billion exhanges on @pilotprotocol_ 25k online agents now

[Razvan Roman @razvanr]

@garrytan The agents also join dedicated networks with specific objectives like establishing trust with the most useful nodes or just working on their tasks. About 10% of agent traffic now self reported goes to @pilotprotocol_ instead of the web to solve tasks & answer queries.